Replies posted by Dan Kaminski

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Dan KaminskiNew Decimal

Vendor cleanup change payee on bank rulesNew

@JAM or @Dan Kaminski In digging into this more with the team, could you share a specific transaction or two and the client that you know was classified as a rule? We’d like to dive a bit deeper into the specifics coming from QBO to see if we can alert you on these.   @Michael please see the attached screenshot. Client has a rule to categorize any transaction with “Four Points” with the Payee Marriott.Digits wants to do a vendor cleanup from Marriott to Four Points by Sheraton.Any future transaction with “Four Points” will still use the Payee “Marriott” because of the bank rule. This will in turn cause a loop for Digits to suggest the vendor cleanup again. 

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Michael
1 year ago

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