I am using Business Account Right Plus, and have set up a new business profile.
For some reason I can't get the bank feeds to work.
I have created the following Banking Rule:
However, it is not allocating transactions with the work BPAY in it, such as the example below:
Also, once matched, is there is setting to remove them from the Not Matched list?
Hi dctung,
Thanks for the screenshots. Check that the bank-feed description contains the exact wording used in your BPAY rule, as even a small difference can stop it from applying. Once a transaction is matched or allocated, it should disappear from the Not matched list. If the rule still isn’t working for new transactions and still showing from Not matched list even after matching, make sure to contact our support team via the Contact Us page so they can take a closer look.
Cheers,
Doreen
