Being able to set the Payee / payer in the bank rule would be useful for me also.
By which I mean add an entry to the bottom of the bank rule screen such as
… and set Payee/Payer to
Where the default is “Leave unchanged”
But a Payee / Payer could be entered to set this to a specific value
Use case
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The description field often contains enough information to identify the Payee/Payer so a rule including that is specific for a particular Payee/Payer.
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Give the rule is specific to a Payee/Payer setting it would be useful (the alternative is to use the edit button for every bank transaction where it can be set but is less time efficient.
My imports do not contain a payee / payer. If they did I would probably also like to be able to search on is ie have a line in the bank rule such as
… and if Payer/Payee contains:
I suspect this becomes even more important when cash sales / purchases are also included in suppler / customer transactions. For which I would like a check box labeled “This is a cash sale” which would result in a credit and debit on the same date in the appropriate customer/supplier payee/payer account. Although the interface would be cleanest by selecting the appropriate Accounts receivable / Accounts payable instead of payee / payer as that would better support refunds. But this is already a subject of another idea
Rule enhancements are also a feature of these ideas