I can find a lot of related posts but I can’t find the answer to my problem.
I receive aggregated monlthly or bi-monthly payments from PayPal for royalties. I have created a PayPal feed but imported the historical data as a CSV. I did an import from file and it shows up as 167 untagged items. So far so good.
I also opened the CSV file in Excel so I could see the contents.
My problem is that I’m trying to create a rule to tag the payments and in the ‘bank tagging rules’ I can’t get the ‘Match Text’ entry to find anything useful in the CSV and I can’t find any description of what the Match Text actually matches against.
Most, but not all, of the payments come from one agency. All payments are withdrawn to the same current account after a currency conversion.
For example, all payments from accountant@company_who_paid_me.com to email@example.com are payments to me in US dollars. There’s an automatic currency conversion and a withdrawal in GPB to my company current account. - 4 lines in the CSV for one payment.
Almost no string I try in the ‘Match Text’ returns any entries except the Transaction ID. This isn’t any help for a rule because all transaction entries are unique. I was hoping the company name or the email address might match.
What I think I want to do is to automatically generate an invoice for each sale. I’m not sure if I’m even starting off in the right direction.