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Add Memo/Note section to transfers.

Super Seller

Add Memo/Note section to transfers.

I hope this is in the correct section. 

 

But it would be nice to see when making transfers to an external linked bank, a small section that we can input a note/memo of the transaction.  Since the transfer coming into the external bank is a string of numbers it gets confusing on which transfer was for which job. 

4 Comments
Square Community Moderator
Status changed to: Not currently planned

Hello @Minion ,

 

This is a great suggestion! 

 

At this moment our Product Team does not have this on the roadmap to be implemented. Again, this is a really great request so if you know other merchants who want to see this feature have them comment on this thread as well. The more sellers chime into the request, the more likely it is to catch our product team's eye.

 

Thank you so much again for this feedback! 

!!!!PLEASE MAKE THIS A FEATURE!!!!

 

My father and I are running his small business and sometimes we can't get to our books quick enough to know which transfer goes to each person, especially if they pay by card and you take that percentage out. Most of the time I am having to go back and do the math myself to make sure the amount is correct and then match it to the person.

 

To my understanding, you are here to help make things easier for small businesses like us. Some places need memos and some don't. So the fact that you want more people to comment on this to get it implemented is ridiculous. When it comes to banking for a business, every little thing that helps to keep things organized is a priority in my eyes. Which makes me wonder if you find your customers a priority at all.

 

I understand that some requests are not logical for everyone, but this one is. It could be an optional space to fill in that way if some people don't want to use it they don't have to. But, it should be an option for those that would like to use it and keep their business banking organized.... isn't that how you sell your business to other businesses? Just a thought.

 

There is a reason banks allow you to put memos on transfers, and this is a great example of why.

 

@Minion @MayaP 

Square Community Moderator
Status changed to: Open

Hey @rachelkelly ! Thank you so much for following up on this request and providing more insight into the need for this request! I've updated it to the "Open" status. This step in the Feature Request process will be a time in which other sellers can add their use cases to your idea to make it stronger and demonstrate further how much it is needed. Later on, we'll re-visit the most popular feature requests in the "Open for Votes" status and bring them to product teams.


To other sellers that see this feature, please “like” the post and reply with a use case that your business would have. This will help to signal that this feature request is even more important to address. Thank you so much again for your input.

We have the same request.  When we transfer money to our bank it would be nice to see a note that indicates which job the transfer was related to since we don't transfer money until a job is done, not when its paid.