Improved Transactions Workflow: Edit Sync, Date Filters & Visual Indicator

Hi,

I’d like to suggest a few improvements for the Transactions section:

  • Please allow editing the “Sync with Accounting” setting even after a statement has been published, as we often notice post-publication that this needs to be corrected.

  • Adding a custom date range filter would make it much easier to review historical data or reconcile specific time periods.

  • A visual indicator or column (✅/❌ or “Synced” column) showing whether a transaction is synced with accounting would greatly improve workflow transparency without having to open each transaction individually.

These changes would significantly improve the accounting workflow for property managers.

Best regards,

Ferhat

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Status

New

Board

💡 Feature requests

Date

7 months ago

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