Smart reconciliation how to unallocate automatch?

Question

I have EFTPOS transactions that I need to remain unallocated so I can manually reconcile with my other calendar &amp; invoice software. The beta Smart Reconciliation automatches these transactions to the correct account according to history however I want it to leave these transactions with the description "EFTPOS" unallocated. No option exists to set up a rule that unallocates a transaction or leaves it unallocated. Can automatching be turned off for these transactions so I can have them be shown with the unallocated filter when I reconcile?

doreen_p · Answer

Hi russellhb,
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You’re right to want those EFTPOS bank feed lines to stay unallocated so you can line them up with your calendar and invoicing system. Smart Reconciliation doesn’t have a setting to treat EFTPOS-labelled transactions differently or a rule that keeps specific lines unallocated, so they’ll still be picked up based on their history. If you need them to stay under Unallocated, you can turn off auto-matching. Make sure to check this link about matching bank transactions for more info.
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Cheers,
Doreen

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Smart reconciliation how to unallocate automatch?

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