DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Bank Rules - Upper/Lower Case Sensitivity


#1

Is there any chance of an option to turn case-sensitivity on/off for bank rules?


#2

How important is this? I’d assume that bank account descriptions would be consistent in terms of letter casing.


#3

It’s probably not that important…

Our situation is that we often receive online donations, which might have a description reference “DONATION” or “Donation” or “donation”. We could create three separate rules for cases like these, but it’d be easier just to have the one rule apply to all alternative spellings.

Another idea (instead of case sensitivity) would be to allow multiple “or” conditions applying to the one rule.

That way the rule would read: “If BANK ACCOUNT contains description DONATION or Donation or donation then allocate to 4000 - Revenue from Donations