Rules should be able to delete bank transactions
Options
David Knight
Member Posts: 1 β
A clients system I assist with has a Visacard import stream from Westpac Australia. This client does many overseas purchases which incur fees that are included in the actual charge transaction line; but then also creates a purely descriptive line in addition.
These additional lines appears in the bank feed, and are superfluous.
I initially thought creating a rule to match with the Action being "Ignore" made sense and would work.
However, apparently "Ignore" only means to temporarily ignore and all the transactions come back the next time one goes into the bank feed. In my mind that makes the use of Ignore in a rule useless, as it achieves nothing.
What one needs is either:
However, I can see the benefit of a rule which will tidy up a feed to remove extraneous, or superfluous transaction lines of no value at all.
Interested to hear what others think, or other ways of dealing with the issue.
David
These additional lines appears in the bank feed, and are superfluous.
I initially thought creating a rule to match with the Action being "Ignore" made sense and would work.
However, apparently "Ignore" only means to temporarily ignore and all the transactions come back the next time one goes into the bank feed. In my mind that makes the use of Ignore in a rule useless, as it achieves nothing.
What one needs is either:
- Ignore in a rule to mean permanently ignore [ie, delete the transaction from the feed] OR
- A new action to Delete the transaction.
However, I can see the benefit of a rule which will tidy up a feed to remove extraneous, or superfluous transaction lines of no value at all.
Interested to hear what others think, or other ways of dealing with the issue.
David
1
Categories
- All Categories
- 6.4K Accounts Hosted
- 10 π’ Reckon Accounts Hosted - Announcements
- 5.9K Reckon Accounts (Desktop)
- 3 π’ Reckon Accounts Desktop - Announcements
- 1.3K Reckon Payroll π
- 21 π’ Reckon Payroll - Announcements
- 21 Reckon Payroll Help Videos π₯
- 21 Reckon Mate App
- 3K Reckon One
- 7 π’ Reckon One - Announcements
- 10 Reckon Invoices App
- 14 Reckon Insights
- 107 Reckon API
- 822 Payroll Premier
- 307 Point of Sale
- 1.9K Personal Plus and Home & Business
- 63 About Reckon Community