We’re working on integrating with Freeagent, via Codat.
As part of our development and testing, we’ve pushed some transactions into an account.
We spent some time deliberating how the description field should be populated on our side for a user-friendly appearance.
On “Explaining” some of these transactions, we find that delimiters in we had put in place (as part of the description) have disappeared, along with casing changes.
Please find a screen shot below which illustrates differences between Explained and Unexplained transactions:
Is this auto-formatting by design? If so, are there any options when pushing transactions to your platform, that would prevent this auto-formatting taking place when transactions are Explained?
Or, better still, are there account settings which (we are unaware of) to manage this?