We’re excited to announce a few new changes in the bank feed that will help you focus on the most important information with less horizontal scrolling.
First, we’ve added a new feature to re-order columns. The new bank feed already had the ability to add or remove columns from the transaction list, but they were always in a default order: bank info (date/description/amount) to the left, and QBO info (payee/category/class/location) to the right.
Now, you can open up the bank feed settings menu and customize column ordering however you’d like. Simply drag-and-drop the columns into the order you prefer.
We’ve also frozen the action column on the right-hand side, where the Post button is. Freezing this column means it’ll always be in view, and you’ll never need to scroll horizontally to see it, even if you have more columns than can fit on the page. While the best solution to horizontal scrolling is to reduce columns showing on the transaction list, freezing the action column is one additional step that should make it even faster for you to post transactions inline as quickly as possible.
One more bonus feature: in the same release, we made posting transactions much faster! The page won’t lock up anymore while you wait for transactions to post, and the post itself will go through more quickly. We hope this subtle but important improvement will reduce the time you spend posting on every single transaction.
Give it a try, and let us know in the comments how you’re choosing to re-order columns for you and your clients!
