Support Query

Can I create matching rules from the Transaction List?

Solution

Transaction Matching Rules can be created from the Transaction List. To create a rule:

1. From the Transaction List, select the transaction to create a rule for.
   
   

   The transaction must be Unmatched to for the Create Rule button to appear

2. Select Create Rule.
   
   
   
3. You will be directed to the Transaction Matching Rules screen.