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Grouping transactions into logical buckets — Cloud Customer Connect

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Grouping transactions into logical buckets

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Feb 10, 2022 7:28AM in Account Reconciliation

How can we filter/group transactions into logical categories like sale, purchase, asset, liability etc. The purpose is to be able to filter in the matching tab and adjust differences based on the category.

The group option works only for 'Many' rules and only one filter can be applied for each rule

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