Bank Transaction Rules

Lucas
Lucas Reckon Staff Posts: 491 Reckon Staff Reckon Staff
edited March 27 in Reckon One Ideas

When using the match transaction rules in Reckon One, it requires a description to be set for the rule that will replace the description in matched transactions:

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Thus making it difficult to identify and compare a bank statement to the matched transactions using only amounts:

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You essentially lose all identifiable information in the transactions. What we need is a matching of bank transactions without losing any of this data that makes transactions identifiable to compare to a bank statement.

Lucas Andrews
Technical Support Representative

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Comments

  • dreckowl
    dreckowl Member Posts: 2 Novice Member Novice Member

    Agreed, could be implemented by allowing a blank description in the rule.

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