Sole App Automation: Set Up Matching Rules for Bank Reconciliation (Full Guide)

Описание: Automate your bookkeeping and save time! This video shows you how to create custom Matching Rules in the Sole App to automatically categorize bank transactions. My name is Johann, and I'll walk you through setting the rule conditions, assigning categories, and linking clients/suppliers to stop manual reconciliation forever.

⏱️ Timestamps:
0:00 Intro / Welcome
0:07 Navigating to Matching Rules
0:15 Overview of the Rule Lifecycle
0:30 Starting Add Rule creation
0:45 Defining Transaction Type and Rule Name
1:00 Setting the Matching Conditions (Check, Compare, Value)
1:25 Assigning the Account Category
1:40 Linking the Client/Supplier
1:55 Finalizing GST and Saving the Rule
2:05 Reviewing the active Matching Rule
2:10 Closing / Support Contact

If you have any further questions on this process, please contact our support team. Thank you.