Quickbooks Online (and other GLs) has the ability to create a bank rule in its online banking feature with one click. When populating the fields on a transaction, QBO has the ability to create a bank rule (using that record and its populated values) with one-click. It is much more efficient and convenient than the AS process for manually creating bank rules.
A. Create a one-click ability to create bank rule from BDC "Add" component screen.
B. (Nice to have) Incorporate AI that will "suggest" bank rules based on details from the transaction.
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