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For small businesses: Accounting features

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Bank Rule - Automated bank rule reconciliation

Automated bank rule reconciliation.

A choice for a bank rule to be automatically reconciled - once created a option to select if you wish for the bank rule to be reconciled to remove the need for manual reconcile.

This would be ideal for monthly direct debits and standing orders e.g. bank charges, drawings

9 votes

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Nathan Cook shared this idea  ·   ·  Report…  ·  Admin →
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  • DILIP BHATIA commented  ·   ·  Report

    Once you have defined the Bank Rule The entries auto postings saves lot of time in current scenario if client have 1000 entrie s even all are defined by Bank rule you still have to click OK 1000 times very outdated technology
    Quickbook already have auto posting feature saves ample of time and money too as QB is comparatively cheap

  • Hassan Bazzi commented  ·   ·  Report

    Been asking for this. Can't believe they haven't leveraged AI to make this a reality STILL!