AllenGe's avatar
AllenGe
Member
6 months ago
Status:
Open

Bank Feeds - Ongoing Management

The bank feeds screen should show the accounts used for allocation. Currently you are unable to delete a GL account if it is used in a bank feed but it is extremely difficult to identify which rule it is being used in.

 

Also it would be nice to show when a rule was last used so that the list of rules can be maintained. Often users will set up rules without defining the included words properly so the rules don't really work

1 Comment

  • Status changed:
    New
    to
    Open

    Thanks for your idea! We'll be sharing this one with our product teams and have updated the status to open for other members of our community to vote and add weight to your idea.