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Auto-saving

Some transaction types, like Interest, for example, require no input of data from the user when data is fed from the bank. Mclowd  already knows which bank the interest was credited to, the date of receipt and the amount received.  Unless the interest was earned from a different account, Mclowd  can complete the allocation automatically when you choose the Category. Switching on Autosave instructs Mclowd™  to allocate transactions this way wherever possible. It will still open the tab screen where necessary.

The Autosave option is provided on both the Bank Data Feed Transaction screens (manual and SDS)

and on the Suspense Allocation screen

Both screens offer a Yes/No selection list, with the default value set at No.

Once you have selected the correct Category to allocate to, Mclowd can intelligently allocate certain kinds of transactions without you needing to fill in a data screen with specific details.

Selecting the Autosave option (setting to Yes) enables Mclowd to automatically save those transactions for which it has sufficient data without you providing further detail.

Note:  You also have the option, when importing a file manually, to autosave the entire list of imported transactions to one of the three available Suspense accounts. .