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46 votes
Hi team, while we appreciate the interest this idea is slowly gaining we want to be open that this isn't a feature planned for the time being.
We will continue to get a sense of the interest from the community around this and share if there are any changes to update you of.
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Mikayla Kelly
supported this idea
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31 votesMikayla Kelly
supported this idea
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This is critical and shouldn't be something that is left for bookkeepers to have to deal with. The whole idea of bank rules is to speed up the process. Why create the bank rule option to users if you aren't going to give complete flexibility, resulting in them having to manually input data anyway?
Appreciate there are other options available to choose from with the reference field, but we are setting up a bank rule for a reason, and the options pulled over from a bank transaction do not equate to what is needed in the actual transaction reference in most instances. Therefore, we are having to manually input the reference before reconciling. It is hard to remember all the exact references we use, so we often find we're having to open transactions in another tab to check that what we are putting in aligns with past transactions. As a business owner, I should be focusing my time on other priorities and shouldn't have to manually input repetitive transactions when i have spent the time setting up bank rules to remove this burden.
I have worked in software engineering previously, and our team were able to apply fixes like this very quickly.