Add a new idea Subscribe
Status Implemented
Workspace Reckon Accounts Business
Categories BankData
Created by Guest
Created on Nov 24, 2021

RELATED IDEAS

Bank Rules - Display Rule Name on screen

the rules button on the bank feeds screen - need to be able to see what Bank Rule is being used. Create a hover function where the name of the rule appears

  • Attach files
  • Admin
    Neil Rustidge
    Reply
    |     Sep 20, 2023

    Hi,

    This has been implemented.



    For Example, I have a Rule called Budget Direct

    When there is a Pending Rule, the Rule Name will appear in the Account Field


    After the Rule has been applied you can Hover over the Coded By Rule icon and the Rule Name will appear

    image.png
    image.png
    image.png
    Open full size
    image.png
    Open full size
    image.png image.png