Please could we be able to apply rules to Imported Statements in one of 2 ways
Either - let us import statements into the Bank Feeds window so that the Rules functionality will apply
Or - add...
Get Statement: Rule set up
Jmourtada
Cover User
I suggest adding a function on BankFeeds page so we are able to upload old bank statements in .qif format so we can create and run rules on old bank statements as well not only on the new bank feeds.
I know that we can import a .qif statements in bank reconciliation screen but there you cannot create rules and run there.
This function is in Essential and I hope that we can have it in AccountRight. I work for a public practice and I work on different clients during the week, some client have backlog of data entry for months and years. This way would make it much easier and faster to work on backlogs.
bbb
10 years agoPartner
I agree it would be wonderful if you could upload hsitorical data and would save plenlty of time.
What is the best process for uploading current bank statements? for AccountEdgev13. Do you sent up rules and then upload in bank register or reconcile accounts?
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