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How to Create manual rule for "rule type adjustment"

edited Nov 28, 2024 6:05PM in Account Reconciliation 4 comments

Summary:

How Create manual rule for "rule type adjustment"

Content (please ensure you mask any confidential information):

I would like to ask if it is possible to create a manual rule for rule type adjustment.

Automatch rules are OK, but business needs for some bank statement transaction lines to select a specific rule before creating the adjustment lines because they need to specify some accounting segment for example.

The use case is to use bank statement line to create adjustment line for manual and automatic match.

Thank you in advance for your help

Regards

Malalatiana S

Version (include the version you are using, if applicable):

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