Intercompany 2.0
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Tyler Otto
Ok, here is the wish list for the overhaul of Intercompany:
- Allow us to Map Classes, Locations, and customers (plus mark billable) when transferring a transaction to the new company
- Ability to push images across with the transaction from one set of books to the other.
- Default the transfer transaction to select the company that the account is mapped to, and also have Debit entries default to having the credit field pre-populated with the mapped intercompany account. Visa Versa for Credit to Debit entries.
- BULK Push Entries Over! I'd love to select 15 entries and push them all over to the other companies Uncat, where i can take care of them there.
- AutoName the JE something that makes sense rather than have it inherit the name of the last JE posted before it.
I know this is alot, but this will make keeper a massively important tool for bigger companies.
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K.C. Eames
It doesn't allow transactions with multiple lines to post as intercompany. I feel like a lot of the time, expenses that end up as intercompany come on one bill/charge and get ‘split’, and that’s the reason for the intercompany in the first place. One entity handles for all. It almost defeats the purpose of having the feature if it won’t work on transactions with splits.
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Tyler Otto
one other thing that crossed my mind is how confusing the portal might be for my client that is giving us 19 entities. How will they know which entities have open questions without clicking through everyone one of them. I think if there were a "multi-entity" dashboard on the clients side that just showed them all the books they have access to, and the count of questions in each category, with hyperlinks to go to them, it would save them alot of confusion.
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Conner Schryver
Tyler Otto: fantastic notes Tyler. All of these would be extremely useful.
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Alexandra Kieser
Yes to all of this! I'd also like to add being able to transfer JEs with multiple lines. Right now we have to do one transfer JE per account and its pretty tedious.
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Tyler Otto
Alexandra Kieser: Brilliant! Adding it to my request