Currently there is no option to add an invoice number when setting up a bank rule.
Also, once you press edit on the bank rule to add an invoice number, it clears the preset fields.
Use case: Customers arrange a payment plan and pay off invoice in weekly installments. They set up a direct debit which will contain the exact same reference each week. We should be able to add an invoice number to a bank rule and then it would be a case of just ticking the box beside the imported transaction. Right now we are having go in and edit each and every one of these types of transactions.
Uncategorised transactions -example of reference with invoice number
Setting up a bank rule - no option to add invoice
Bank rule has been set
Press edit on bank rule to add invoice number and preset fields of acct receivable etc have been cleared.
@lubos can invoice number please be added to bank rules?