The Bank Rules section, allows you to add and edit your bank rules for automatic matching of imported transactions.
You can navigate to it by clicking then 'Manage Bank Import Rules'
If this is your first time adding Bank Rules, please click or
What can be updated?
Rule Name is what you want the rule to be called
Rule Status lets you mark the rule as either active or inactive
Import Ref choose whether the imported transaction will be 'exactly equals', 'begins with', 'ends with' or 'contains' the following Reference
Reference lets you enter text that will match the bank transactions using the above formula
Import Value choose whether the imported transaction will be 'exactly equals', 'begins with', 'ends with' or 'contains' the following Value
Value is the regular amount of the transaction
Where select which the system should like for, 'either ref OR value match' or 'both ref AND value match'
Action is to allocate what the rule does, either 'Create' or 'Transfer' (between accounts)
Category allows you to select a nominal code to allocate the transaction against