Bank Rules - Show account, description and tax details
On the reconciliation screen in the bank account, if a transaction is being picked up by a rule, could we see both which rule it is being picked up by as well as the name, account, description, and tax details that the rule is using?
Garrett Tozek
shared this idea
Thanks for the idea, Garrett. This isn't in any plans at the moment, but we'll keep an eye on it as the team are thinking about this in the wider context of the bank reconciliation process.
In the meantime a workaround could be to include those details in the title of your bank rule. For example Supplier Name - Motor (20% VAT)
-
Optimus Fintech
commented
According to tools analysis, Rules are not fully viewable unless you have access to pro or premium upgrades. If you still would like to know what rules are applied behind the financial reconciliation screen, I would help you to check the following links to understand it.
https://optimus.tech/roles#operations
Trintech
blackline -
Emelie Bankston
commented
While in Dashboard and in a bank account, if I have a bank rule being used and you see it on the right with the vendors name, please add the gl acct in that same box so I can look at each gl account before I hit OK and save. Some vendors are used with different expenses so not seeing the particular gl acct makes me do extra steps by click on details and checking there.