NovaBk's avatar
NovaBk
User
12 years ago
Status:
Done

Bank Feeds: Rules to show card file name

When setting up a rule for bank feeds it does not give the option for a card file name, so when it post the transaction it is blank in the card file name field. it would be good if you could set up in the rule to have it allocated to a card file name.

 

"Card file names with bank feeds"

Banking

3 Comments

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  • Dan_Moulton's avatar
    Dan_Moulton
    Former Staff
    12 years ago
    Status changed:
    New
    to
    Coming Soon
    Thanks for the feedback. We have added this ability and it will be available in the next release of AccountRight 2013.1
  • DuncanS's avatar
    DuncanS
    Ultimate Partner
    12 years ago

    Melinda,

     

    I agree with your observation strongly.

     

    It is important that the card file name can be changed in the rule and not reflect the information provided by the bank

     

    eg   Bank Feed says  Telstra with 12 digits but I want in the Card name Telstra - Home 50% business.

     

    Lets hope MYOB can fix this

  • Suja_P's avatar
    Suja_P
    Former Staff
    11 years ago
    Status changed:
    Coming Soon
    to
    Done
    Thank you for your feedback. The ability to add a Card name to a Rule in BankFeeds has already been implemented. This is available in the current version of AccountRight v2013.2. This can be done from the 'Show advanced options' section of the Rule Details window.