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Make Auto-Create Rule From Selected Transactions

edited Jun 2, 2025 2:24PM in Accounting / ERP 9 comments

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?

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