Why doesn't the option of saving tagging rules always show when tagging a supplier payment?

I’ve not been able to figure out when it is that the option shows and when it doesn’t, but I’ve noticed that the offer to set up an auto-tag rule is only given to me some times and not others.

Can you help me understand why that’s the case?


Hi @fambi,

Without seeing the transactions where you get the option and those when you don’t - I would guess that when you aren’t given the option to save a rule when the transaction doesn’t appear unique enough.

This guide may help explain Automated bank tagging rules

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