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For small businesses: Accounting features

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Bank Rules - Option for prepayments

There are often periodic top up payments for accounts (e.g. Tolls) and a periodic statement provided after the fact.

It would be useful to be able to set up a bank rule to apply these and reconcile the prepayments as the statements come in.

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Mitch Hooper shared this idea  ·   ·  Report…  ·  Admin →
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  • Mark Shaw commented  ·   ·  Report

    This is vitally urgent for us as a practice, we have the same issue as Jonathan.

  • Jonathan Tree commented  ·   ·  Report

    I completely agree. We get hundreds of deposits paid from customers each month that always have the same criteria, and it is a productivity killer having to change each one of these in the bank reconciliation stage.