Create bank rules
Description
Cause
Resolution
  • Use bank rules with bank accounts connected to a bank feed or when you import your bank statement
  • Create bank rules before or after receiving transactions via a bank feed or statement import
  • Manage bank rules at any time from a centralised location on the banking page

You can create up to 300 bank rules per bank account on the Incoming Bank Transactions page. We advise adding as much detail as possible when creating bank rules.

 

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