bank rules

Question asked by Catherine Lamb 3 weeks ago

Hi, I have some bank rules set up in the free version of Clearbooks but I can't for the life of me work out how to add new ones. Please help. I think they're called import rules

2 Replies

Hi Catherine,

Import rules are created automatically when you manually explain bank transactions. Customising and setting up your own import rules are only available on paid plans.

Tommy

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