Bank rules please add transaction type Sales Receipt
under review
C
Cyndi Menard
Bank rules for money in please add the ability to use a transaction type sales receipt. This would be very helpful, Currently I'm not able to use bank rules because client needs the detail brought in by a sales receipt. I post the money in using the bank feed and for every deposit I have to open the the money in and switch the transaction type from deposit to sales receipt, complete the form and post. If I was able to use sales receipt as a type in the bank rules I would be able to let those deposits post via a bank rule. This would save me hours of manually entering the money in.
A
Alicia Pollock
This would be amazing to be able to create Sales Receipts using Bank Rules. I'd never thought about it before, but I can think of a lot of use cases!
Autopilot
Merged in a post:
Bank rules please add transaction type Sales Receipt
C
Cyndi Menard
Bank rules for money in please add the ability to use a transaction type sales receipt. This would be very helpful, Currently I'm not able to use bank rules because client needs the detail brought in by a sales receipt. I post the money in using the bank feed and for every deposit I have to open the the money in and switch the transaction type from deposit to sales receipt, complete the form and post. If I was able to use sales receipt as a type in the bank rules I would be able to let those deposits post via a bank rule. This would save me hours of manually entering the money in.
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under review