Do you reconcile with Simplifi? We want your input! Please give us your opinion in this survey here!

Payee Rules IGNORED

kevlar68
kevlar68 Member ✭
edited May 2022 in Report a Bug
Within the past month, my payee rules have started getting ignored (webapp on Vivaldi-Chromium). Now, every time a known/rule payee arrives, the assign rule dialog appears.

Also, just within the past week, the "Upcoming -> Link to transaction" dialog has STARTED working. Before that, just a dialog saying something like "no transaction can be identified" even when I tried to reset the search.
Tagged:

Comments

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin
    Hello @kevlar68,

    Thank you for taking the time to report this to the Community, although I'm sorry to hear that you're experiencing an issue with Payee Rules in Simplifi.

    Would you mind clarifying what specifically is occurring, please? Do you have a specific Payee Rule that's not being assigned to a transaction? If so, have you tried deleting and recreating the Rule, by chance? If the issue persists, please provide a specific example of the transaction that the Rule should be applied to, as well as how the Rule itself is set up.

    Or are you seeing an issue with multiple Payee Rules and/or with the Rule suggestion prompts in Simplfii? Screenshots of the issue would be very helpful! :smile:

    -Coach Natalie
This discussion has been closed.

Categories