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 added:
Open
Thank you for your feedback in regards to this idea and the status of it.
Upon reviewing this Idea I have updated the status to be Under Consideration. The idea's premise is the allowing of Get Statement to have rules to allowing the data to be easily matched.
Currently the following criteria must be met for a valid auto-match between a transaction in the company file and a transaction from the statement file:
- Cheque: Cheque number and Amount must be the same.
- Deposit: Amount and Date must be the same.
- Other transaction types: Amount and Date must be the same
I would encourage other users that would like to see the option for creating rules within Get Statement to vote and comment if required for this idea.