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Status New
Product IRIS KashFlow
Categories Bank
Created by Michelle Bennett
Created on Jul 6, 2021

When creating a new rule within the Bank Feed area, allow a Project to be added to a Purchases Invoice and Expense

Currently when I add a new rule to the Bank Feed to add a purchase invoice to a supplier record or an expense, there is no facility to add a Project to it. I then have to go into each purchase invoice that has been created by the rule and manually add a project to the charge line. It is very time-consuming and seems unnecessary, as it should be straightforward for you to add a field to the New Rule creation page where the Project can be selected.

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