Payment rules not correctly allocating payments to expense claim payers

[gunnar.michelson]

@Tut

Do you mean to create a bank rule allocating an imported bank transaction to Expense claims => Expense claims payer? If so, you already can:

The problem with doing so with an imported statement of a private credit card is that you must first create the credit card as a bank account of the business, because you can only import statements for bank accounts of the business. Then, after importing the statement, you would have a balance in the bank account showing up on your balance sheet that does not belong to the company. In the case of importing statements full of payments, you would have an ever-growing credit balance.

This is exact the issue that is not working!

Expense claims bank rules

I import statements of my private creditcards. Sometimes these are quite a lot of transactions. It’d be great to be able to use the Bank Rules on Expense Claims.