Bank Account Statement Import Rule
Bank account statement import rule is an automated action that you may add and save in the system based on the transaction in imported bank account statement reconciliation document. When certain transactions are regular, you may add them to the system as rules, and next time you will import and upload the bank statement file, the system will use the rule in a repeated transaction (in case of 100% match of information amounts in the rule and transaction) for auto-fill of key transaction parameters and will recognize it easily.
Bank account statement import rule directory is a storage place for all such rules added to the system either manually or automatically through Import bank account statement reconciliation process.
To go to the Bank account statement import rule
1. On the Codejig ERP Main menu, click the Banking tab.
2. Under the Banking tab, click the Bank account statement import folder, and then select Bank account statement import rule directory.
Create a New Bank Account Statement Import Rule
Bank Statement Rule: General Area