Accounting Ideas

make rules an option with imported bank statements

please make rules an option on imported bank statements aswell as bank feeds as not all clients are on bank feeds

  • Guest
  • Sep 18 2020
  • Love This Idea Likely To Be Coming Your Way
  • Attach files
  • Guest commented
    4 Jan 06:52pm

    I was so disappointed to find that this was not already in play - quite often I get clients where I am having to go back more than 90 days on the bank feed - they don't always come to us at the beginning of the year when we can start from a fresh vantage point.

    My most recent client is several years in arrears - a real 'clean up' project and their bank statements run to 15 pages in length - I thought this would be so much easier to do as I thought that the rules worked in Sage Cloud Accounting for this purpose - very disappointed to find out that rules do not work on imported bank statements.

    It will make a difference in choosing which program to use with future clients.