Running an Auto-Create Rule

To run an auto-create rule, along with any active matching rules, do one of the following:

• Manually initiate the Intelligent Transaction Matching Feature – On the Match Bank Data page, click Run Reconciliation Rules.

  All active system and user rules run on your latest import.

  To see your results, refresh the page and reload your account.

  For more details, see Manually Running Reconciliation Rules.

• Initiate the Intelligent Transaction Matching Feature through a bank data import. See Bank Data Import.

Related Topics

Adding Account Transactions During the Matching Process

Automatic Creation of Account Transactions

Generating Auto-Create Rules

Troubleshooting Automatic Transaction Creation Rules

General Notices