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No option to import transactions ?

Nathan Z   ( User )

Commented 10 months ago

Fresh cloud company. Have confirmed Import Pro is installed and have even removed and reinstalled it but am not getting an option to import transactions from the Company > Banking > Transactions menu.

User is the only user and has Manager role, which has Special > Import Pro access.

Import pro is supposed to provide this functionality.. Any ideas where this option might be, or how to access it?

Nathan Z   ( User )

Commented 10 months ago

OMG, I needed to add a dummy transaction to a bank account to get the Import Transactions option to become available.

Guys.

Dara O'neill   ( User )

Commented 8 months ago

Thank you for this, couldn't find the answer anywhere. So weird. Thank you.

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