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Adding New Charges (or Deposits) During Matching

edited Jun 2, 2025 2:24PM in Ask A Guru 7 comments

Another issue with the new Match Bank Data screens.

Using the option to Add New Charges (or Deposits), even when we select a Department in the dropdown, the transaction cannot be created (it errors saying you must enter a Department).

We have set the Line Level Department field as required (as we need this on Transactions to ensure everything is allocated correctly) - but I'm guessing the 'Add New Charge' function is not setting the Department at line level?

Is there any way to overcome / override this mandatory field in this scenario (apart from removing the mandatory setting on this field which is not a viable option)?

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