Skip to Main Content
Status New idea
Workspace Reckon One
Categories Accounting
Created by Guest
Created on Aug 16, 2020

Create Rules - Transfer - Ability to select not just bank accounts

When creating a new rule for transfers, you do not have the ability to show/select accounts that are not bank accounts.

If doing this transaction (transfer) manually you do have the option of nominating, via the tick button, to show not just bank accounts. This cannot be done when creating a transfer rule.

  • Attach files
  • Guest
    Reply
    |
    Jun 25, 2024

    This is a no brainer. It should be available.