Hi - Love the product!
Hoping to automate things a bit further. We have materiality limits for each client. For example anything below $100 we will not chase client for receipt. Is there anyway we add a feature that allows us to sync based on transaction amount. I.e all transactions within these category (GL) groups but above a certain amount say $100 get synced into uncat for the client to see and address.
Thanks,
Fraser
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Completed
Feature Requests
6 months ago

Fraser Barrett
Get notified by email when there are changes.
Completed
Feature Requests
6 months ago

Fraser Barrett
Get notified by email when there are changes.