Set up bank rules to automate the process of categorising transactions in the Solo bank space.
To set up a bank rule:
- Go to Business settings, then Lists
To set up a bank rule in the legacy Dext experience, go to Lists in the sidebar, then Bank Rules.
- Then go to Bank Rules
- On the Bank Rules page click Create rule
- Set the criteria of the bank rule, including the category and tax, date and amount, as well as a name and description of the rule. You will see a preview of the list of transactions that match the criteria
When ready click Create
