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Product Ideas

Bank transactions: Create rule - ability to name the rule

Experienced Partner

24Posts

0Kudos

0Solutions

24 Posts
Experienced Partner
Australia

Hi 

My suggestion is that when I enter a rule for an expense there is nowhere to name it.. Unfortunately I have a page of bill pay numbers and I have no reference to who they are.  Can you make a field to name the rule . Just for interest sake I would like to know why this is not already included?. Thanks 

 

"Essentials Rule Allocations"

Current Status: Done
Last Changed: November 2020

Hi Everyone


When a user selects Create rule from a banking transaction the Create rule from transaction window will appear. Within this window, the user would be able to set the name of the rule - the default being the initial description of the bank transaction.

1 Comment
Steven_M
45,180 Posts
Former Staff

Hi Everyone


When a user selects Create rule from a banking transaction the Create rule from transaction window will appear. Within this window, the user would be able to set the name of the rule - the default being the initial description of the bank transaction.