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Product Ideas

Bank rules: Include line allocation description for bank transactions

Cover User

2Posts

6Kudos

0Solutions

2 Posts
Cover User
New
New

When creating a rule can we please have the ability to add a description to each of the account lines.

 

It is useful when looking at the ledger to see certain items have already been split. eg in BankLink we could have a rule that would add the description 'phone 20% business use' which is allocated to phone account and another line that says 'phone 80% private' which is allocated to the drawings account.

 

"Description per line for Allocation template/Bank Rules"

1 Comment
BWProAdvice
Contributing Partner
30 Posts
Contributing Partner

It would be good if you could add a line item decription to the allocation template rule screen to enable us to prefill descriptions to transactions.