Splits by Dollar Amount
Currently, the Rules Engine allows to add splits based on a percentage, it would be tremendously helpful to have the split be based on a specific dollar amount.
Global Vendor creation
When creating a new Global Rule, the system no longer has the "Add new vendor" button when typing in a vendor name when it doesn't already exist. You have to go to the global vendor screen and add the vendor first, then go back and add the rule.
<> showing up in description a lot
It seems anytime a transaction should say "dental" or "medical" - the description replaces it with "<>"
Add Global Category pop-up window sizing
The window sizing for the "Add Global Category" pop-up window is the same width as the rule window it covers. If you do not click the "save" button and click on the rule window behind it, which is in view, it does not save your changes. Would it be possible
New (payee)vendor addition
The checkbox to approve the addition of a new payee(vendor) is no longer available to select in the global rules table. Now you have to click on it and save the payee within the client
Global Rules transaction table size limit
Max line items is currently 300. Add option to view 500 lines.
Download transactions into excel from Global Rules Transactions table
Since the user is already in the table processing transactions, it would be nice to select a handful of unknown transactions to download into an Excel file from the transactions table. This would expedite the process to obtain feedback on the transactions
Merchant fee global rule not working
Client 504240 This rule is not applying to transactions on 1/2, 2/1, 3/1
Exclusion rules
When an exclusion rule is set up, it still requires a payee and account, and when it is applied, it doesn't denote it as a transaction to be excluded. I think it should somehow be called to attention that it is to be excluded.
Money In Rules Engine Features.
We have added the following features: - Can add vendor and customer for Money In Txs at the client level. Global Level is coming out soon. - To make things easier we have one single field called "Payee" this is either the customer or vendor. - We have