Create rules- can only chose IGNORE ?
hotkiwi
Member Posts: 12 ✭
Question from Newbie. I setup a rule for costs that sit in bankfeed and have been paid. I then have to choose between 'create receipt, 'create payment' or 'ignore'. This does not make sense to me. I do not want to create a payment, as it has already been paid, it is on my bankaccount. If i choose ignore, and reconcile, will it still be taken into account ? Thank you.
0
Comments
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If you set up the rule it should match the payment from the bank to the rule, then all you have to do is click the reconcile. If it hasn't matched or there is no rule or it has matched to an incorrect rule then you 'create a payment' if it is going straight into an expense account, if it is paying off a bill use 'allocate payment'.1
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Thanks Kwikbooks !0
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