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Bank Manager Match Rules

Set up rules to automate bank journal posting and streamline transaction processing.

Steps to create a Bank Match Rule

Go to: Ledger > Bank Manager and click the Rules button. The Match Rules screen will open.

Tip: Make use of the Quick Rule button on the Bank Manager screen to quickly set up a matching rule.

1.New Rule – Create a new bank match rule.

2.Match Filter – Enter a keyword (e.g., Dawid) in the Bank Transaction Description Match Filter.

•All transactions containing Dawid will be identified.

3.Description & Account – Enter a description and select the appropriate General Leger, Supplier, or Customer  account (based on the transaction type).

4.Verify Details – Ensure the Branch & VAT settings are correct.

5.Save – The rule is now active.

Automation: Next time a matching transaction appears, the system will auto-fill the data based on the matching rule.