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Make Auto Create Rule from selected transactions is not selectable!

edited Jun 2, 2025 2:24PM in Ask A Guru 5 comments

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
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