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Bank Manager Rules

Set up rules to automate bank journal posting and streamline transaction processing.

Steps to create a rule:

1.New Rule – Create a new bank manager rule.

2.Match Filter – Enter a keyword (e.g., Dawid) in the Bank Transaction Description Match Filter.

•All transactions containing Dawid will be identified.

3.Description & Account – Enter a description and select the appropriate GL Account, Supplier, or Customer (based on the transaction type).

4.Verify Details – Ensure the Branch & VAT settings are correct.

5.Save – The rule is now active.

➢Automation: Next time a matching transaction appears, the system will auto-fill the data based on the rule.