Set payment type in rule

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BWPanda
BWPanda Member Posts: 14 Novice Member Novice Member
edited October 2024 in Reckon One
When creating a rule, there doesn't seem to be an option to set the payment type (e.g. Direct deposit, Cash, etc.). Am I missing something, or is this not a feature (and can we make it one)?

Comments

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,288 Reckon Community Manager Community Manager
    edited July 2017
    Hi there BWPanda,

    Does the 'Do the following' selection when creating a rule contain what you're looking for?
    If you select the appropriate selection it will determine the next set of available options/criteria.


    https://www.youtube.com/watch?v=tWVXZ7DeN-o


  • BWPanda
    BWPanda Member Posts: 14 Novice Member Novice Member
    edited July 2017
    Does the 'Do the following' selection when creating a rule contain what you're looking for?
    Nope. I select 'Create a receipt' as the 'Do the following' selection, and that gives me options to set the contact and description, then the account and amount, but no option to choose, for example, 'cash' as the payment type. Changing to 'Create a payment' instead doesn't either.
  • BWPanda
    BWPanda Member Posts: 14 Novice Member Novice Member
    edited August 2017
    I have created a feature request here: https://community.reckon.com/reckon/topics/set-payment-type-in-rule-17febhl3vr0fm

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