Settings and activity
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10 votes
Chris Pritchard
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108 votesChris Pritchard
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28 votesChris Pritchard
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60 votesChris Pritchard
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22 votes
Thanks for the idea, Pilar. It'll be good to get sense of the appetite for this here.
While this isn't something we have planned at present, perhaps you could make use of an advanced branding template and specifying the need for a signature via the Quotes terms and conditions?
We have a discussion around customising with docx. templates where others in community often help one another - you're welcome to join
Chris Pritchard
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9 votesChris Pritchard
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86 votesChris Pritchard
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12 votesChris Pritchard
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23 votesChris Pritchard
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2 votes
Hi Sarah, when a bank rule is applied it'll use the date of the statement line to apply to the transaction it creates so you don't need to set this within the rule itself. Or are you saying you'd like to set the date of the transaction that's going to be created when the bank rule is applied?
An error occurred while saving the comment Chris Pritchard
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I have several bills from Apple for various subscriptions, which are paid through PayPal.
The invoices indicate the payee (Apple), transaction date, and amount. Many of these amounts are identical, making it challenging to differentiate between the different subscriptions since the invoices only state "Apple."
Each subscription is charged on a different day of the month. It would be helpful to establish a bank rule that allows the transaction date to be used as a filter, so I can select a specific contact for that rule.
For example:
28th of the month - Apple £7.99 (I know that on the 28th it's always for Photoshop)
25th of the month - Apple £7.99 (I know that on the 25th it's always for cloud storage)
And this would apply to all transactions on their respective dates.