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For small businesses: Accounting features

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Bank Rules - Bulk edit bank rules to include GST/VAT/TAX

When a client changes from GST registered to no longer GST registered - It would be greatly appreciated if all the rules changed to BAS Exc like it does in Chart of Accounts. Young clients shop everywhere and therefore there are hundreds of rules to edit.

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Sue Giofre shared this idea  ·   ·  Report…  ·  Admin →
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  • Dawn Entingh commented  ·   ·  Report

    Would be nice to be able to mass edit bank rules. For example, I need to go through and change #4 (Set the Reference) from During Bank Reconciliation to Description. With all the rules I have set up, it would be great do be able to do that all at one time.

  • Josie McCarthy commented  ·   ·  Report

    Edit multiple bank rules at the same time
    Can we have the ability to select multiple bank rules and change the tax rate or change it from being to set to one specific bank account to ALL accounts all at once. I am tired of going into each individual rule to change these things.