Skip to main content

Posting by Rules - WUI

How-to video: Bulk posting of bank transactions based on predefined rules

Written by Hana Straková

Rules contain a set of conditions based on the occurrence of specific values in defined fields of a bank transaction. If these conditions are met, the rule also contains a set of fields and values to be filled in on the matched record. Once you have your rules defined, the function will automatically present all unposted and unmatched transactions and suggest field values to be filled in according to these rules. You then simply confirm or reject the proposed changes.

Did this answer your question?