Create a New Bank Account Statement Import Rule

By default bank account statement import rule is created automatically based on transactions in Bank account statement import entry with the status 'Recognized'.

Although you can add a rule manually, if necessary.

To create a new Bank account statement import rule manually:

1. On the Codejig ERP Main menu, click Banking, then Bank account statement import and then Bank account statement import rule.

You are taken to a page for entering the Bank account statement import rule details.

3. Define the rule by entering information into the available fields.

4. Click Save.

For information about fields to fill in, see Bank account statement import rule: General area.

More information