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Status New idea
Workspace Reckon One
Categories Accounting
Created by Guest
Created on Mar 6, 2023

When creating a rule, allow for item OR account to be entered

When creating a rule, I get to select accounts and amounts. But when recording receipts I get to enter produict item OR account. I would would like the same option in creating a rule. The rule creation process is out of step with the receipt entry process.

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  • Guest
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    Sep 12, 2024

    This is really necessary because your rule feature is out of step with your receipting process.