Hi, I have a few bank rules set up but when they are matched from the imported bank statement the ID number is always EFT instead of using the next cheque number for a payment or the next CR number for a deposit. Why is this and how can i fix this?
Hi PaulineD1
Bank Feeds function uses a Cheque number when the source is actually a cheque, otherwise, it defaults to EFT. For bank feed rules, the ID number will be EFT always and there's no way to change it automatically. The only way to change this would be by opening the transaction after it has been matched and then changing it manually.
