Mvelopes Customer Ideas

Rules: Auto-Assign Rules

  • Wes Shelnutt
  • Sep 21 2020
  • Planned
  • Attach files
  • Guest commented
    21 Jul, 2021 11:33pm

    This was a pretty important feature of the old version.

  • Phil Norris commented
    5 Mar, 2021 05:00pm

    When I'm assigning a transaction, I'd like an option to create a rule based on the payee/amount/etc. Not another screen and not 4 more clicks to get to what I want.