The Ideas Genie Community Forum

Bank Genie => General discussion => Topic started by: Pensioner on May 30, 2014, 10:18:37 AM

Title: "Select ONE Bank"
Post by: Pensioner on May 30, 2014, 10:18:37 AM
Hi!

Just back from a great holiday in the Republic, chasing family histories, and naturally had a few transactions to catch up.  I have tried to amend a direct debit amount under Transactions DDs & SOs.  When I click to process an item iget a "Warning Select ONE BANK" message (image attached) and the item is not processed.  Am I doing something wrong? Richard
Title: Re: "Select ONE Bank"
Post by: ideasguy on May 30, 2014, 11:49:27 AM
Hi Richard

Hope you had a great time over here in the good ol' Emerald Isle :D

That message:
In the version you are using (Bank Genie Pro 4), In the initial screen of the program Standing Orders-BS423, you have to select one account for processing. It looks like you clicked the Process button with ALL accounts selected.
NOTE: I've reworked BS423 extensively in Bank Genie Pro 5.
It allows ALL accounts to be processed (and many new exciting features :))

As an alternative, you can use the program Process Standing Orders-BS429.
It allows you to process ALL accounts. You can also select individual accounts if you wish.
There is a date picker in BS429 to allow you top process one month (as an example) ahead so you can see projected cash flow.
Title: Re: "Select ONE Bank"
Post by: AnthonyM on May 30, 2014, 06:24:36 PM
Pro 5 - Sounds exciting when are we likely to see the upgrade - will there be a Beta version that we can trial?

Anthony
Title: Re: "Select ONE Bank"
Post by: ideasguy on May 31, 2014, 10:19:30 AM
Follow  :D this page for a summary and status of developments in Bank Genie Pro 5.
http://www.bankgenie.net/support-BankGenie5/whatsnew.html

At time of posting, it requires an update to explain the changes Ive made to the Paypay Statement Import process (in the program BS412).

Resuming work on Investments shortly.

RE:
Quote
will there be a Beta version that we can trial?
Ive sent you an email :)
Title: Re: "Select ONE Bank"
Post by: Pensioner on June 01, 2014, 09:12:01 AM
Thanks.  Time also sorted it out. 
Title: Re: "Select ONE Bank"
Post by: ideasguy on June 01, 2014, 09:43:01 AM
It worked for Baa Baa Black sheep as well :D
I'll probably be calling on your help and expertise soon Richard when I resume the next phase of development :)
I have to revisit and study the in-depth documentation you sent me some time ago.