Transaction Rules
It would be nice to have the Transaction Rules apply even to the transactions that are there in the system, before the date of creation of the rule !
Anonymous
shared this idea
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Anonymous
commented
I agree. I think we need to revisit the management of Transaction Rules. At the moment you have to wade through each transaction and there is option to update a Rule. You either create a new Rule or you manually search through your rules in the hope that you find a set which can be updated with the a rule. This problem gets worse over time because every time you create a new rule for an entry that is only slightly different you make the list of rules longer.
I would like to see the following:
Alphabetically sorted Rules.
Updating on the fly where a Rule is wrong or can be improved or needs updating with criteria that are only light different.
Feature to select groups of unrecognised transaction and create a rule on the fly.Down the line it would be awesome to have Rules suggested when you click on the transaction.
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Anonymous
commented
This is an absolute must! particularly when you are starting up with the Zoho System!