Bank Rules - Ability to search by Account Code
It would be very useful to be able to search bank rules for an account code, since account codes cannot be archived/deleted if there is an associated bank rule. I eventually found the relevant bank rule but it was very time consuming to go through each bank rule individually - there can be hundreds of bank rules.
Julia Linclau
shared this idea
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Yvonne Varela
commented
This is a very frustrating area especially for Div7a loans.
Each year we have to trawl through hundreds of bank rules to reset the account they are pointed to before we can mark that account as inactive.
Then repeat for each client you have and you have a very inefficient, time consuming activity that you loose days of productivity.
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Anne McBeath
commented
Or a find and recode for bank rules. for example when the accountant sets up a new directors loan account for each year, you could search for all bank rules that have the old account and recode them to the new account.
Looking in each bank rule and updating manually is time consuming.