Accounting Ideas

Bank Feeds need to be pulling in more than 25 characters in the "Reference" section to adequately create rules.


As a user, I would expect the "reference" in Bank feeds to be unlimited characters long (or long enough so that I can get bank transactions details to create rules on the memo line.

Description of attachment:

"WILLIAM WALTERS 2000 3202" is the only information that pulls into the "reference" field (25 characters). So I am unable to actually create a rule that has a "reference" that contains "American Airlines" because "American Airlines" does not show up in the reference field.

My ask for SBCA:

The reference field on the bank feed shows 25 characters only. I need more characters to actually create rules against transaction detail.

  • Guest
  • Jan 19 2021
  • Great Ideas Delivered