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  1. Bank rules - Attach files to a rule

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    4 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Jennifer Clark commented  · 

    Yes that could be helpful as well, however on this occasion I was thinking of original documentation to support the existence/structure of the rule itself. For example, documents confirming which account to code to and why, and any limitations (eg only specific transactions), so that other users are aware and don't make any incorrect changes.

    A basic example I have is a client who wants certain Apple transactions to director's loan. There is a risk another user may think it's okay to add all transactions to the rule, or change the account code back thinking it's wrong.

    Jennifer Clark shared this idea  ·