Please could we be able to apply rules to Imported Statements in one of 2 ways
Either - let us import statements into the Bank Feeds window so that the Rules functionality will apply
Or - add...
Due to the fact that there are many different types of bank accounts & credit cards which cannot be linked up to bank feeds function, we NEED a solution for these accounts quickly.
I agree with Murray's comment requesting a 'Rule' section to be added to the 'Get Statement' option. I know it is possible as it is currently in the AccountEdge version. All my apple clients are happy with the time saved each month with the bank reconciliation process and I'd like this to be available to my Window's clients as well.
This request has been sitting around for over a year and the need of this functionality to be introduced to AccountRight Live is imperative.
Why is this so important? Clients who use AMEX or Paypal are the most affected - neither of these are able to be linked via the Bank Feeds section and they have a load of transactions on them which is extremely timeconsuming. The longer it takes MYOB to finding a solution, the more clients you loose to Xero and other competitors which already have this set up now.
I suggest reading this post about Paypal transactions within the bank reconciliation screen and how long it takes that person to process their transactions.
We really need the 'Get Statement' function improved so that all users don't need to waste hours of our precious time doing mundain data entry when the functionality exists elsewhere.