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.
Could we please clarify that this feature isn't already in the product. The current "Get Statement function" doesn't use the bankfeed screen and more importantly doesn't use 'rules.'
The original poster wants to be able to import
Jmourtada wrote:... 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.e. To use the bank rules feature on imported statements.
This feature is available in MYOB BankLink, MYOB Essentials and Xero and is helpful when you only activate a bankfeed at a certain point in time and you need to quickly catch up on all the dates prior to the bankfeed activation date.
I hope by clarifying that the status of this idea can be reverted from 'Already in Product' to 'Under Consideration.' I believe this feature will be particularly appreciated by users just starting out in ARL and just beginning to activate bankfeeds.