Payments software AI thinks should all be catagorised the same way when they are actually different.

Problem reported by Neil Vallance 16 hours ago

Having issues where the AI from the bank statement thinks payments to a similar supplier should all be catagorised the same when they need to be treated differently, seems to be telecommunication companies that it treats all the same even though there is a slight difference in the Direct Debit description. Anyone else having the same issues or have any ideas how to get round this?

2 Replies

Hi Neil,

Yes, in this case, if you head to Settings > Import rules > you can edit the existing rules so the specific descriptions are coded to different account codes.

Tommy

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