DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Custom control accounts for bank rules


#1

Hello

I have two questions about Rules Bank:

  1. Is posible to add tracking codes in bank rules?

  2. Why i do not have the field to enter a customer or supplier code when I use a Custom Control Accountt, but with standard accounts that appears?

Thanks


#2

No.

Your example is for credit cards, so a customer or supplier code would make no sense. Such a custom control account would be made up of bank accounts.

Nevertheless, if you were importing a bank statement and the transaction was a payment of your credit card statement, you would want to be able to allocate to the correct credit card. So this seems like a bug. I will elevate it to bug status.


#3

@john.munozj, tracking codes have been added to bank rules. Control accounts still cannot be used.


#4

Fixed in the latest version (17.10.24)