Struggling to understand bank tagging with imported PayPal CSV

Hi @Magicbean

As the payments are all from the same company, I think the best solution would be to bulk tag them rather than trying to get a bank rule to match this. Although a bank rule may be possible but it will only work when a bank entry is created (so existing entries won’t be tagged using the rule).

The bulk tagging would allow you to create invoices for the same client/supplier in one go. We have more information in our knowledge base, here: Tagging your bank transactions

Let me know how you get on :slight_smile: