• Bank Feeds - error when creating a split tax code rule

    We're having a problem when creating rules with split tax codes when using bank feeds. Users can create standard rules just fine - no problem there. When anyone goes to create a rule with split tax, we see this error: "An error has occurred creating…
  • Bank feed rules - missed opportunity

    I have finally got bank feed rules set up and working. I have mostly set up rules to do with customer receipts. HOWEVER, I have discovered that when a rule picks up a matching transaction, all it does is add this receipt as a payment on account. It…