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Nigel10
Mar 1, 2022 8:39 AM UTC
Question

Bank Rules

Auto entry of bank rules are not working. Individual items are picked up but they are not automatically categorised?

1 reply

GeorgiaC
Mar 1, 2022 1:00 PM UTC

Hi Nigel10, thanks for joining us on the Community 🙂

 

Are any other criteria of the rules auto-applied, such as transaction type or VAT code (i.e. is it only the category that is not assigning)? 

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