Setting up bank rules and how to run them
To set up a bank rule first got to Banking on the left-hand menu of the client’s dashboard and then click on the Unreconciled Transactions button.
Click on the New Rule button and then enter the relevant information such as the Condition, Description and Account.
Once a bank rule has been created, click on the Run Rules button to select any transactions that match with the Condition and Description chosen for that bank rule and then click the Reconcile button to reconcile any selected transactions.
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