Hello, I uploaded the DLA transactions for 2020, but It does not tag it. How can I add the automatic tagging, so that I don’t need to go through 250 lines manually? thanks, Kristina

QFBeth 30 March 2021 10:48 2

You will need to set up the bank tagging rules. There is an article here that helps explain: Automated bank tagging rules

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Automatic tagging for import files