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Bank Rules Placeholders

Placeholders for dates in bank rules descriptions for example reconciling monthly payroll and having the month it relates to pull through on the description through a bank rule.

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Adam Jeggo shared this idea  ·   ·  Report…  ·  Admin →
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  • Anthony Landamore commented  ·   ·  Report

    I would like to do exactly as described, for Payroll, PAYE/NIC, pensions etc.
    NB Months before and after a date would be catered for automatically by the placeholder syntax, eg [month-1] means the previous month

  • Neville Reid commented  ·   ·  Report

    Yes, with the ability to use the month from the transaction date, or the month before / after the transaction date, OR the month/months mentioned in the line description imported from the bank statement.