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sc_biz
Level 2

Why can't I add customer/project when categorizing some credits

Hello,

I want to be able to add customer/project when categorizing credits to my bank account (I use the 'Projects' to track my expenses by season and I want to be able to apply refunds from vendors to a specific season). The customer/project field is available for some credits, but not for others. Specifically it is not available for any of the credits on my linked business checking, but is available for the credits I've seen on a linked credit card.

 

Available here:

Screen Shot 2021-10-18 at 4.16.45 PM.png

But not here:

Screen Shot 2021-10-18 at 4.26.09 PM.png

Solved

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