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Status Acknowledged
Product IRIS KashFlow (KF)
Categories Uncategorised
Created by Guest
Created on Jan 10, 2017

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Matching rules for bank transactions

Matching Rules for bank transactions should have and/or function so you can match several narratives to same rule rather than create rule for each narrative. Example - salaries, at the moment you have to create rule for each payee rather than all at once.
Also - rules should also look at amount and allow to use that as parameter for rule. Example - paying same supplier for two different items like rent and telephone.
  • ADMIN RESPONSE
    Jan 10, 2017
    Hi Drazen, Thanks for your feedback, we have had a number of requests regarding improvements to the matching rules and please be assured that improvements will be on the way. Bank Feeds is a relatively new improvement to KashFlow so there will naturally be things to change from the original implementation.
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