Bank Reconciliation - Option to Edit rule from the Reconcile screen
Add a current transaction to an existing back rule with one-click!
This is a no brainer. Instead of going bank to rules to add another condition, we should be able to click - options: add to bank rule. End of story!
Ahmed Al-Obaidi
shared this idea
Thanks for your idea. This isn't something we have plans of ATM but we'll start to get a sense of others that'd like to see this from your idea here.
-
Paul Cato
commented
Edit Bank Rule from the Reconciliation page.
A payment sometimes goes to a regular supplier but when reconciling, the Bank Rule doesn't trigger. I have examples where there's NO apparent reason for a Rule to not trigger, but other times there could be a slight change in how the supplier codes the payment etc.From the Reconciliation page there are only gives the option to Create a New Bank Rule, but you can end up with lots of redundant rules. It would be better and quicker to edit a minor thing in the existing Rule.
It would be ideal to have an option to Open Bank Rules, and select the one that should have triggered, and edit it, or apply it to the transaction.