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Bank Rule - "Does not" criteria

Add a "not" argument to bank rules to allow for a greater control

e.g. bank text does not contain "example" or, amount isn't "x.xx"

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Sam Jennings shared this idea  ·   ·  Report…  ·  Admin →
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  • janet ng commented  ·   ·  Report

    Absolutely agree. This is a fundamental requirement. How can it be left out !!!

  • John Winstone commented  ·   ·  Report

    I agree, this seems like a pretty simple logic to build in and would be very helpful

  • Natalie Ford commented  ·   ·  Report

    I can't believe xero doesn't already have this! Its absolutely vital. I'm needing to use many work arounds because of this lacking functionality.

  • Jen Heath commented  ·   ·  Report

    This option would be fantastic, and I'm always amazed when it turns out 'contains' is not matched with 'does not contain'.

    As an example, many tradies often buy fuel from 'BP' in various suburbs. However, many tradies also make payments labelled 'BPay'. Being able to set up a rule that 'contains "BP" and does not contain "BPay"' would be amazing.

  • Tanya Flintoff commented  ·   ·  Report

    Would be very helpful for clients with multiple insurance policies that are of different natures (ie car insurance and public liability insurance) that only have a narrative of Wesfarmers or Youi for example. Being able to say not this amount would be very helpful.