DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Bank Rules for importing transactions


#1

You have mentioned this before. Any near term plans to implement this feature? I have bank accounts with daily inter-account transfers that I clear from Suspense account and it would be wonderful if they could be handled by the software automatically. Thank you.


#2

Before I implement bank rules, I want to make the interface better under Bank Accounts tab. There are a few things I’m not happy about. For example, it’s not obvious which transactions are uncategorized, unreconciled etc. So once I do this, I will be looking into bank rules.


#3

Hi Lubos

Can you give me any indication when this will be added to Manager?

And will that work wit regular expressions? (i hope)

And will that also be able to record payment for specific invoices based on the invoice number?

cheers,