Previously, the process was as follows:
- Start importing a bank statement process, and upload the file you wish to import.
- An “Uncategorised transactions” screen is shown, with multiple New Bank Rule buttons alongside each suspense item.
- We can click on the New Bank Rule button, enter the relevant details, and then click on Create to return back to the previous screen (“Uncategorised transactions”).
- Once all bank rules have been created, we can do a Bulk Update to finish importing.
Currently, the process breaks down at the end of Step 3 above. Instead of returning to the previous screen, I am sent to the Summary screen, effectively being kicked completely out of the import process.
I can continue from where I left off by starting over at Step 1 again, and it has the new bank rule that I created, detecting that the transactions have been previously imported but that they are in a Suspense state. But it’s a little frustrating having to do this as I have multiple new transactions that need new bank rules, and I get kicked out of the process every time.
First noticed on 18.5.9 Server Edition.
I just updated and it’s still occurring on 18.5.33 Server Edition.