Forum Discussion

JudithMulley's avatar
JudithMulley
Experienced User
2 years ago

Creating a bank rule during reconciliation.

Has anyone else experienced this? I am creating a bank rule while reconciling the accounts. The transaction is bank fees. This what I see when I go to Create rule.

It's a fictitious business and the date is in the future, but that doesn't matter. If I create a rule by going to Bank rules directly, the screen looks as it should.

 

  • Sean_DC's avatar
    Sean_DC
    Former Staff

    Hi JudithMulley 

     

    Thank you for your post. I suggest that you recreate a new rule. When you create a rule, you would have an empty page to fill in. You will go to Banking >> Bank Rules >> Create Bank Rule depending on your transaction. This Help Article, Creating Rules, has detailed steps for creating a bank rule. 


    Please feel free to post again. I'm happy to assist further.

     

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