Settings and activity
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3 votes
Thanks for your idea. This isn't something we have plans of ATM but we'll start to get a sense of others that'd like to see this from your idea here.
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Paul Cato
supported this idea
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26 votes
An error occurred while saving the comment Paul Cato
commented
Over 2 year later this still doesn't seem to be implemented. Just so frustrating having to completely type out codes and splits because there's a slight difference in the way a supplier branch sets up their transation details. There should be a way to simply invoke a pre-written Rule with the codes and splits already there, in one click.
Paul Cato
supported this idea
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Edit Bank Rule from the Reconciliation page.
A payment sometimes goes to a regular supplier but when reconciling, the Bank Rule doesn't trigger. I have examples where there's NO apparent reason for a Rule to not trigger, but other times there could be a slight change in how the supplier codes the payment etc.
From the Reconciliation page there are only gives the option to Create a New Bank Rule, but you can end up with lots of redundant rules. It would be better and quicker to edit a minor thing in the existing Rule.
It would be ideal to have an option to Open Bank Rules, and select the one that should have triggered, and edit it, or apply it to the transaction.