[UX] Better way to add and see auto-categorization rules on report screen
Hi,
On importing for the first time, it's a pain to add rules for the categories. (or maybe I missed something again...
- Copy the label on the report screen
- Open the menu
- Select auto-categorization
- Check if rule doesn't exist
😓 - Click on the 'Add' button
- Paste the label
- Select the category
- Validate
It could be nice if on each line we could have an action menu with "Create a rule for this line" which sends the user to the rule creation screen, with label auto filled.
Also, an icon on each line, to see if the line is selected by a rule could be nice too.