Setting up bank tagging rules

Hi I have auto tag rules enabled but it does not always allow this feature on some transaction just wondered how to get this to show

Many thanks


You can set up bank tagging rules directly from the rule manager. This is accessible by going to Banking >> Bank Tagging Rules. This gives you a bit more flexibility too, rather than the predetermined ones on the tagging screen itself.

Hope that helps!

Fab TY very helpful


This topic was automatically closed after 9 days. New replies are no longer allowed.