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Auto Generare Journal entries from Match Bank Data page

edited Aug 13, 2021 9:11PM in Ask A Guru 7 comments

HI all,

So we have rules to pick up most matches on the Match Bank Data page but there are certain transactions on our bank statement each month (like bank charges) that we can only ever create a corresponding transaction for once we get round to the matching exercise. I can see that there is an option to select the bank charges then click Add Journal Entry but this is still very manual as we need to select the corresponding expense line and all the other information for the journal.

Is there any way to set rules to create these journals. The reconciliation rules page is quite restrictive. i wonder if there is another way to set a rule that says (for example) when the Imported Fees memo equals

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