Bank Feeds rules ignoring a transaction

mugelbbub · ‎March 24, 2021

Hi All, Hope your all keeping safe and well.

Question about bank rules and bank feeds.

I have a rule for 'fairfx' transactions that allocate to another bank BUT now and again, one of my fairfx transactions is for a bill payment and not for transfer BUT obviously the bank feed tags it under the rule.

Can I then tell this one transaction in the bank feed to ignore the rule? (After the event obviously) and therefore sit in the bank feed without this

EmmaM · ‎March 24, 2021

Hello Mugelbbub,You can click on the line of the transaction to amend them and change them from the classification of the rule from within the banking for review page or amend the rule itself as above with another condition.

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EmmaM · ‎March 24, 2021

Hello Mugelbbub, Is the bank text the same on the transaction? when setting up the rule you can add multiple conditions, so you could add an additional condition for the bank text if so? Do you have it set to automatically apply?

mugelbbub · ‎March 24, 2021

HI emma

Thanks for replying. We have a lot of Fairfx transactions that mostly are transfers so is fine on the bank rule just every now and again they are a supplier payment so don't want the rule applied.

Where such a transaction appears then in the bank feed with the 'Rule' (in green background white writing) I want to disassociate that one for the rule because it does not belong.

There are other instances of rules picking up transactions we don't want them to and would be sensible to be able to disassociate them generally.

.

Regards

EmmaM · ‎March 24, 2021

Hello Mugelbbub,You can click on the line of the transaction to amend them and change them from the classification of the rule from within the banking for review page or amend the rule itself as above with another condition.

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Bank Feeds rules ignoring a transaction