Get Statement: Rule set up
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 the rules functionality to the Get Statement window (from either Bank Register or Bank Reconciliation) We get many clients who give us accounts just once per year and it's all retrospective. It's very frustrating having to code a years worth of transactions knowing the functinality exists elsewhere in the product, and fully exists in a competitor product "Bank Feeds - Transaction Rules"11KViews23likes19CommentsBank Feeds: Rules - Spend/Money Transaction to be Tax Inclusive
Currently, you can enter some advanced options when creating a rule transaction (such as jobs, tax codes, memos, etc.), however there are some options missing... I'd like to see the following options added to the new rule transaction window: Spend Money: Tax Inclusive Cheque No. ('auto' or set value) Receive Money: Tax Inclusive ID No. ('auto' or set value) Payment Method "More advanced options for bank feed rule transactions"3.8KViews8likes4Comments