[Business, Bank] Additional Bank Features

Suggestion;
When viewing bank transactions, impliment a way to filter transactions for a enterable keywords such as: dates, names, amounts, invoices, etc
OR
A way to open the bank in a notepad-style copy-able way so that we can then paste the info into notepad to skim through for records

Reason;

Right now if ANYONE wants to look back at an old transaction, they must tab through multiple pages of transactions, and even then, they could skim right over what they were looking for. This is even more of a problem for businesses, who have tens of thousands of transactions, maybe even hundreds of thousands, to go through.

If I need to audit an employee's work, to make sure there's no foul play going on, I really have to comb through the transactions very carefully.

My suggestion would be to either, allow us to filter for things, such as a date (by simply typing in the date as it appears in the transaction) or, names, or invoices or whatever could be filterable to the transaction (or as in the alternative, simply make a way for us to copy/paste the information into a word doc/notepad and search ourselves)

Additional context;
For example, I actually did need to audit an employee's work and at the time, the business had 50,000+ transactions to dig through. This number will now be increased expidentially with the hourly paychecks being logged (which I appreciate being added, btw). Granted, I need to go only so far back, it was difficult to narrow down which were done by the employee, and which weren't due to the format of how they are displayed and number of transactions that are displayed per page.

edit: removed a repeated line

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Upvoters
Status

In Progress

Board

πŸ’‘ Suggestions

Tags

Medium Priority

Date

Over 2 years ago

Author

Deleted User

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