Clarify bank-download instructions.

I always find myself confused by when you're supposed download a new statement, and what accounts you're supposed to download them for.
freerange · Jun 25, 2012 · f0d9484 · f0d9484
1 parent f6f4eb2
commit f0d9484
Showing 1 changed file with 1 addition and 1 deletion.
diff --git a/lib/emails/invoices.erb b/lib/emails/invoices.erb
@@ -13,7 +13,7 @@ Invoices are due, and you, <%= selected_person %>, have been randomly selected t
 
 ### Update FreeAgent
 
-* Download recent transactions from HSBC as .qif (all 4 accounts).  *NOTE* You might also need to download the most recent statement for the Commercial Card.  This is to get the transfer from the Commercial Card to the individual Cardholder cards - these transfers only appear to show in the statements, not in the list of recent transactions.
+* Download recent transactions from HSBC as .qif (all 4 accounts).  *NOTE* You'll also need to download the most recent statement for the Commercial Card if you're doing this for the first time after about the 17th of the Month.  This is to get the transfer from the Commercial Card to the individual Cardholder cards as these transfers only show in the statements, not in the list of recent transactions.
 * Upload the recent transactions to the relevant bank account in Free Agent.
 * Explain all the transactions.  When in doubt about the classification/VAT, refer to previous explanations for a transaction.
 * Always try to upload an attachment to the transaction.