Bank Transaction Rules
Lucas
Reckon Staff Posts: 543
Reckon Staff
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:
Thus making it difficult to identify and compare a bank statement to the matched transactions using only amounts:
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.
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Comments
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Agreed, could be implemented by allowing a blank description in the rule.
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