User_8DJG9

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hmm so then what use is the matching rule when you manually create them. How can I utilize this function?

in Matching Bank transactions Comment by User_8DJG9 Feb 8, 2023 8:27PM
Yes, go ahead. Thank you for your help!

in How to import Bills using CSV file Comment by User_8DJG9 Feb 7, 2023 6:22AM
hmmm I don't see it

in How to import Bills using CSV file Comment by User_8DJG9 Feb 7, 2023 5:08AM
Yes, this helps! Thank you. How do I mark "Yes"?

in How to import Bills using CSV file Comment by User_8DJG9 Feb 7, 2023 4:55AM
How do I need to prepare multiple files for importing a bill with expenses?

in How to import Bills using CSV file Comment by User_8DJG9 Feb 2, 2023 8:08AM
For Auto Create Rule, I see the Actions tab but not when I create a new rule. See attached

in Matching Bank transactions Comment by User_8DJG9 Feb 2, 2023 8:03AM
Hello, How do you get the "actions" tab to assign GL account when manually creating a new rule?

in Matching Bank transactions Comment by User_8DJG9 Feb 1, 2023 8:10AM

User_8DJG9 Green Ribbon

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