Bank rules - Attach files to a rule
Bank Rules - the ability to attach documentation would be very beneficial.
Jennifer Clark
shared this idea
To make sure I understand - Would this be to select certain files that are always attached when the rule is used, Jennifer?
-
Grant Jackson
commented
When dealing with a large number of finance leases, it would be very useful to be able to attach a PDF of a finance lease agreement to the bank rule that captures the monthly debit order.
-
Lynne Remnant
commented
Yes I think this would be a great idea as well. For example, when a loan is being paid off or something is being paid in instalments, having a copy of the documentation attached for each month would be useful.
-
Jennifer Clark
commented
Yes that could be helpful as well, however on this occasion I was thinking of original documentation to support the existence/structure of the rule itself. For example, documents confirming which account to code to and why, and any limitations (eg only specific transactions), so that other users are aware and don't make any incorrect changes.
A basic example I have is a client who wants certain Apple transactions to director's loan. There is a risk another user may think it's okay to add all transactions to the rule, or change the account code back thinking it's wrong.