Currently, you can enter some advanced options when creating a rule transaction (such as jobs, tax codes, memos, etc.), however there are some options missing...
I'd like to see the following options added to the new rule transaction window:
Spend Money:
Receive Money:
"More advanced options for bank feed rule transactions"
Payments can be set up as recurring with cheque numbers or other ID such as AP DD. This is not available in Bank rules which means having to manually amend such entries. The rules should be able to mirror the recurring actions to save time.
From Bank Feed there needs to be the ability to add a cheque number if an item has a transaction rule applied.
At the moment if a transaction has a rule applied there is no way to add a cheque number other than going back into each transaction individually and changing the EFT to a cheque number.
However if you do this the transaction becomes unreconciled and will turn up again the next time you try to reconcile.
We don't use cheques but I use the "cheque number"as a transaction number to help finding transactions.
Great idea and very worth while.. Bank Feeds are great but could do with some refining
