Hi, I have noticed with the new update that the status has to be cleared otherwise you cannot reconcile the bank account. This was not like that. I have rules on my bank import and these do not come into the cash book. What am I doing wrong?
What do mean by “these do not come into the cash book”?
Rules are used to allocate accounts to payments and receipts records in your bank import file.
The rules do not get into anything
What do you mean by Cash book - please use the terminology used in Manager. Do you mean Cash Account?
Did you replace these with Receipt Rules and Payment Rules? See the Guides:
https://www.manager.io/guides/9243
https://www.manager.io/guides/35436
Morning
Yes I have changed all my bank rules. My question is about the status in the receipt or payment entry. We did not have to actually click on the cleared date. It automatically cleared it.
Thank you and Regards
By definition, any transaction you are importing in a bank statement is cleared. If it was not, it would not be in the statement.
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