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June 14, 2021
Question

Set up Banking Rules for USD account

  • June 14, 2021
  • 1 reply
  • 0 views

Hi there, is it possible to create banking rules for accounts with exchange?

1 reply

June 15, 2021

Hi kate-carman,

 

Banking rules are a great way to save time when importing bank transactions. I'd be happy to help you with this.

 

When setting up bank rules you can set them to include a lot of different information including USD funds. If you're having trouble setting up your bank rules you can go over the steps in this article. If you wish to create rules for other currency I recommend sending feedback to our developers by following these steps:

 

  1. Select the Gear icon at the top, then Feedback.
  2. Enter your comments or product suggestions. Then select Next to submit feedback.

Once the developers receive the feedback they'll look into ways to possible include this in future updates.

 

If you have any questions feel free to reach back out and we'd be happy to help.