Reckon one transaction rules not recognising text

ROB PAYNE
ROB PAYNE Member Posts: 34 Reckoner Reckoner
in Reckon One

How do I make a transaction rule work when the bank puts numbers in front of the transaction and then the "name' is not picked up

eg XXXXXXXXXX2 INV 206938 0186058660COMPOUNDED PAY ANYONE XXXXXX INV 206938 0186058660COMPOUNDED

I use rule "any of these words" = Compounded

BUT it doesnt work

Is there a "code string " to put in front of Compounded to make this work when the bank changes the numbers each month ??

thanks

Answers

  • Lucas
    Lucas Reckon Staff Posts: 310 Reckon Staff

    Hi @ROB PAYNE,

    My recommendation would be to choose a word that does not have a string of numbers attached before it like "0186058660COMPOUNDED" instead use the "INV" as the keyword factor and use that within the rule itself.

    You may need to play around with it a little bit and use an identifier like the "INV" to allow for you to match the transactions successfully.

    Thank you and speak soon.
    Lucas

  • ROB PAYNE
    ROB PAYNE Member Posts: 34 Reckoner Reckoner

    thanks Lucas

    But we have too many that match “INV”

  • Lucas
    Lucas Reckon Staff Posts: 310 Reckon Staff

    Ah okay, I'm not too sure what you could use as an identifier in the rule. I'm sure, if you experiment with the transactions, you should be able to find a way to match them in the system.

    Thank you and speak soon.
    Lucas

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