I import in my bank transactions but one of the rules has gone to the wrong account. How can I locate what has gone wrong?
Select Edit Rule and check the dates for the relevant import. Once you locate the relevant rule, tighten up the parameters to stop incorrect allocation. Can you allocate to a Supplier or Customer Account number? If not it may be easier to manually deal with this transaction.
Creating rules means that you must be very precise. If you use words like "Acc" in the Memo file this will also include larger words like "Account" or "Smith and John Johnson Accountants" not the intended Accident Compensation Corporation, so enter the Supplier Account number.
If you are unable to locate the rule, call your Partner or the Support Team and they can help you find this Instructions here.