Alerts if outside designated date range
I’ve just uploaded a load of receipts, so I didn’t cross check each one. It turned out a few of them were misread as being in previous years (2023, 2022, even 2020).
I only noticed them because I don’t have any other data in previous years - so they showed up, and I was able to correct their dates.
I’m just aware that if this happens next year, I’ll be much less likely to notice as I’ve got extensive accounts for this year.
But if I could either:
set the designated date range for all uploads (ie for my financial year
or
Finalise my accounts for this year (so I get alerts if something is added)
then I’d be able to watch out for receipts being mis-categorised with the wrong year.
Thanks!
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Comments1
Antti Laitinen
Jan 10, 2025
Closing / Locking up previous months and years is planned and should help with this immensely.