Tagging rule


We are having issues with tagging transactions and it saving the tagging rule. when we tag a new transaction and click the box to save the tagging rule it isn’t saving. Can you advise?

Kind Regards


Hi @Hewitt87

Are you seeing any error messages at all when trying to save the rule?

Are you able to share any details about the rule itself, for example, is it for a transfer, payment to supplier, etc.?

No we don’t get any errors, it is staff salaries. I tag them and tick the box but then the following week the tag hasn’t saved and i have to type the details in again.



Ok, certainly sounds a bit strange! One last thing to check, and that is whether it appears in the bank tagging page or not?

If you go to Banking >> Bank Tagging Rules, do you see the rule there?

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