Setting up bank tagging rules

[SSDN]

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

[QFMathew]

Hi @SSDN

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!

[SSDN]

Fab TY very helpful

Chris