Is there any way to ‘train’ IFS to learn specific references on bank statement and have them automatically post?
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The use of bank transaction codes is how to do this. Map the bank codes to the IFS BTC’s and when you upload the bank statement, the automatic matching function will read the codes on the bank statement upload and the corresponding BTC per payment method. It’s not fool-proof, but it can handle quite a lot of data.
Nick A wrote:
The use of bank transaction codes is how to do this. Map the bank codes to the IFS BTC’s and when you upload the bank statement, the automatic matching function will read the codes on the bank statement upload and the corresponding BTC per payment method. It’s not fool-proof, but it can handle quite a lot of data.
I have following BTCs
I presume I add others to match the bank’s, but how do I then map these to automatically transact?
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