Categorization rules misdesign

Categorization rules misdesign

If you're bulk categorizing and you do a manual categorization, Books auto-creates a new categorization rule. When you save that rule it runs the rule against your transactions and creates the "Recognized" transactions list from the rule matches. You can then select the matches and choose to categorize them all.

All fine and good so far.

The problem is that if you simply add a matching criteria to an existing rule and save it, the rule is not executed and no "Recognized" transaction list is created.

Why would one care?

The way it is now, you're creating a separate rule for virtually every similar transaction. So let's say I have an expense account named "Software Expense" which includes a number of recurring software subscription payments. To keep things organized, I'd likely create one rule named "recurring software subscriptions" and have a criteria line for each software product that matched on description.

The way it is now, if I have 15 software subscriptions, I have to have 15 rules to process them (yes, I know this is only for existing uncategorized transactions not newly imported transactions).

Two ways to approach the fix:

1) Simply support manual running of rules against all or selected transactions.
2) When saving a rule after editing, run the rule, just like what happens when you save a new rule.






                            Zoho Desk Resources

                            • Desk Community Learning Series


                            • Digest


                            • Functions


                            • Meetups


                            • Kbase


                            • Resources


                            • Glossary


                            • Desk Marketplace


                            • MVP Corner


                            • Word of the Day



                                Zoho Marketing Automation


                                        Manage your brands on social media



                                              Zoho TeamInbox Resources

                                                Zoho DataPrep Resources



                                                  Zoho CRM Plus Resources

                                                    Zoho Books Resources


                                                      Zoho Subscriptions Resources

                                                        Zoho Projects Resources


                                                          Zoho Sprints Resources


                                                            Qntrl Resources


                                                              Zoho Creator Resources


                                                                Zoho WorkDrive Resources



                                                                  Zoho Campaigns Resources

                                                                    Zoho CRM Resources

                                                                    • CRM Community Learning Series

                                                                      CRM Community Learning Series


                                                                    • Tips

                                                                      Tips

                                                                    • Functions

                                                                      Functions

                                                                    • Meetups

                                                                      Meetups

                                                                    • Kbase

                                                                      Kbase

                                                                    • Resources

                                                                      Resources

                                                                    • Digest

                                                                      Digest

                                                                    • CRM Marketplace

                                                                      CRM Marketplace

                                                                    • MVP Corner

                                                                      MVP Corner

                                                                    





                                                                    




                                                                        Design. Discuss. Deliver.

                                                                        Create visually engaging stories with Zoho Show.

                                                                        Get Started Now