JenniK's avatar
JenniK
Experienced Partner
9 years ago
Status:
Done

Bank transactions: Create rule - ability to name the rule

Hi 

My suggestion is that when I enter a rule for an expense there is nowhere to name it.. Unfortunately I have a page of bill pay numbers and I have no reference to who they are.  Can you make a field to name the rule . Just for interest sake I would like to know why this is not already included?. Thanks 

 

"Essentials Rule Allocations"

Banking

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  • Steven_M's avatar
    Steven_M
    Former Staff
    4 years ago
    Status changed:
    New
    to
    Done

    Hi Everyone


    When a user selects Create rule from a banking transaction the Create rule from transaction window will appear. Within this window, the user would be able to set the name of the rule - the default being the initial description of the bank transaction.