Running bank transaction coding rules 

How do I run bank transaction coding rules?

When you create a bank transaction coding rule, you can choose to review transactions individually or as part of a group.

Reviewing Individually

If a rule is set for individual review, you must click on the transaction.
The coding rule will be applied, but you can check it before clicking Save.
This option is useful when coding rules may not always apply, giving you the chance to verify each transaction.

 
Reviewing as a Group

If a rule is set for group review, the rule is applied automatically.
Click Run coding rules to move these transactions to Completed without opening them individually.
Transactions with group coding rules applied are marked with a purple token.

 
Important Considerations

NOTE: If you need to match invoices to bank transactions, complete the matching process first. Matching takes precedence over manual coding, so we recommend finalising matches before running coding rules.