Bank Rule File/Folder
Could we attach the original document to the bank rule so others with access to the account can view the source document?
6
votes
Bernadette Backhouse
shared this idea
Interesting idea, Bernadette. Trying to get a better picture - would this be a consistent document that you'd want attached to any transaction that was created with the rule. Or just a static document that was attached to the Bank Rule in your bank account setup ?
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Bernadette Backhouse
commented
Generally, I set bank rules up for items that are paid by the month like insurance and telephone. As they are usually reviewed annually, I would think a static document in the bank rule tab would be sufficient and easy to access. I wouldn't rule out trying to connect the document to each transaction for that corresponding bank rule though :-).