Set payment type in rule

BWPanda
BWPanda Member Posts: 17
edited May 2018 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: 15,305 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



    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.

  • BWPanda
    BWPanda Member Posts: 17
    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: 17
    edited August 2017