You really need a Export to CSV as you have on Bank Account page on Import Rules page

Problem reported by William Davison 6 years ago

On Import Rules on https://secure.clearbooks.co.uk/companyname/accounting/money/import-rules/

You really need a Export to CSV as you have on Bank Account page https://secure.clearbooks.co.uk/companyname/accounting/banking/statement/ on Import Rules page

It also needs all the field in the import rule listed, i.e. must include the VAT treatment with is not include in the html page currently.

I have just had very large invoice from my accounts because some of the rules was were setup incorrectly, effect both the VAT and Nominal codes. Currently its very difficult to review the rules when you have over 160 rules as we had, some incorrect rules turned out to be duplicates rules that we did not realise existed, but its not easy when you have to work through 10 or more pages and drill down into each one to check the VAT treatment is correct.

1 Reply

I agree that seeing the VAT treatment on the summary screen would be a great help, as would be the ability to set the page size, as you can on other listings, to see far more of the rules in one go.

If you have incorrect rules, do you have auto bank rules toggled on? If so then, unless you have a particular reason to keep them on, I'd turn this off.

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