Automatic tagging for import files

[KBO]

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]

Hi @KBO,

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

[KBO]

Thanks @QFBeth. Does it work on already imported items as well?

[QFBeth]

Hi @KBO,

No, unfortunately not at the moment it only runs for future transactions. You could remove the recent upload and then upload again once the bank rules are in place?

There is a feature request in place for what you are asking though which you are welcome to add your vote to: Re-Run bank tagging rules

[KBO]

@QFBeth,
thanks. I voted.