Bank Manager Rules
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Hover the mouse over the different menu options. If the cursor changes to a hand (), then click to go to the subject.
Set up a rule to automatically post the bank journal.
Step 1: New rule
Step 2: Bank Transaction Description Match Filter. In this e.g type in Dawid. All transactions with the name Dawid in it will be displayed.
Step 3. Enter a description and select the GL Account (or Supplier/Customer depending on the type of transaction)
Step 4. Make sure the Branch & VAT is correct.
Step 5. Save. The rule is now added.
The next time there is a match the data will be filled in automatically