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Make Auto-Create Rule From Selected Transactions
The help file for this says:
- You have the Matching Rules for Online Banking permission, with create-level access at a minimum.
- You are performing a one-to-one match of a Check, Deposit, Credit Card Charge, or Credit Card Refund.
- Your imported bank line contains a Payer/Payee or Memo.
- The transaction amount is not zero.
- The match difference is zero.
- The account transaction contains only one line item.
I am testing as Administrator, so Permissions are not an issue
It is a 1-1 match, single line, amount not 0, difference 0
Our bank transactions have the name in the Memo field - which says it should be OK?
0