Bank Feed Rule and Template Problems
Hi, hope someone can help.
I am having constant issues now with creating bank rules and templates. Never used to, now it is every time I try to create a new rule or template.
In Templates it keeps showing an error as a bank account hasn't been selected - you do not have to select a bank account for templates.
In Rules, even when I select a bank account for the rule I receive the same error advising me I have to select a bank account - which I already have, or I try all bank accounts and it still says bank account needs to be selected.
I have tried creating them independantly and also while in transactions and I am constantly getting the same errors.
If I try to edit an existing rule or template I receive the same error.
This is very annoying and one of the many issues I have with this software program.
I just found a way around it.
Create or edit in the desktop version, then go to the online version and review and save again in there and then the rule/templates work on the bank feed.