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Bank Feeds: Removing a rule should remove all transactions coded using that rule

Cover User

3Posts

13Kudos

0Solutions

3 Posts
Cover User
New Zealand

HI Team

When you create a Rule and then remove the rule because say it was entered to the wrong code.  The software should remove the coding against all transactiongs that the rule picked up.

A suggestion is if you look at the BankLink memorisation rules, if you remove a memorisation it will unravel the previously memorised transactions which is excellent.

 

The problem I see here is a client removing a rule may think that it has fixed the memorisation, they may not check the GSt audit trail and not see that there is an issue.

Thanks

Leigh-Ann

Accountant.


"Allcocation Rules if you remove a Rule"

Current Status: Archived
Last Changed: July 2018

Thank you for the idea. Unfortunately, this request has had no support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages

1 Comment
Steven_M
45,180 Posts
Former Staff

Thank you for the idea. Unfortunately, this request has had no support from the community since it was submitted, so we are moving this idea to the Archived status. For more information on Idea Statuses, please read this article: Changes to our Idea Exchange pages