Settings and activity
2 results found
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111 votes
Hi everyone, we wanted to loop back on the outcome of the survey we did. Our product team have used this feedback, and looked into building this feature but at this stage want to confirm that this work is not currently on our roadmap.
As a global business with many requests for our different regions and needs, we are not able to build everything at once.
We appreciate this is not the news you’d like around this but do want to be upfront with you all here to help you make the best decisions as needed for your businesses. If things change, we’ll communicate this with you through the idea here.
Cecelia Laing supported this idea ·
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38 votes
An error occurred while saving the comment Cecelia Laing supported this idea ·
While you in the Bank Rules screen, it would be helpful to be able to select a particular bank account and see only the Rules that apply to that account. This would enable me to more easily track what rules apply to each of account, to review rules that could be out of date, or require updates, etc.
Alternatively a Report could be made available that shows all Bank Rules and all the fields/information included in each so you could review all in one report.