Make Auto Create Rule from selected transactions is not selectable!
I got one rule created for Type of Deposit....
When i try to create my own - the only drop down i have is date, memo or transactionID. Payor/Payee Name is not an option...
I have imported credits, debits and payments that have a name of braintree.
But i can't see to get any more done as the check box is not selectable. I am administrator so it is not a role limitation.
The help says
- Matching Rules for Online Banking permission, with Create access level
- One-to-one matching of Checks, Deposits, Credit Card Charges, or Credit Card Refunds
- Payer/Payee or Memo in bank data line