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...
I suggest adding a function on BankFeeds page so we are able to upload old bank statements in .qif format so we can create and run rules on old bank statements as well not only on the new bank feeds.
I know that we can import a .qif statements in bank reconciliation screen but there you cannot create rules and run there.
This function is in Essential and I hope that we can have it in AccountRight. I work for a public practice and I work on different clients during the week, some client have backlog of data entry for months and years. This way would make it much easier and faster to work on backlogs.
Status removed:
New
Hi Jmourtada
Thank you for your idea in regards to AccountRight and importing bank files.
You can import bank transactions using the Banking>>Bank Register>>Get Statement option. This is similar to bank feeds,as it allows you to match transactions already in the file and also create new transactions of those bank transactions.
For more information into Get Statement please the Help Article: Reconciling your bank accounts - section To Reconcile by importing a bank statement or the Support Note: Importing bank statements using the "Get Statement function.