Can we please have a report developed that gives us a easy glance at how bank feeds are set up in a easy exportable format to excel. Would be great to be able to import back into the file too. Food for thought!
I am coming across some files where users, accountants and bookkeepers have set up rules that are totally incorrect. Currently I have to click into each rule to review them and fix them.
For example recently I consulted to a client who had set up a rule for all employees to post directly to wages. That was very silly!!! I see this happen often.... as part of my bank rule review I always check this now by reconciling the PAYG and Wages.
It pays to review bank rules on a quarterly basis at least to pick up any errors that could be occurring and this report would make it easy for us to identify errors for the BAS as well.
"Bank Feeds Rule Report"
