The quick read
Key points
- Suggestions can use matching rules or relevant past bookings in the same portfolio.
- Saved rules can automatically book eligible matching imports.
- Use precise conditions and review the resulting accounting entries.
Review a suggested starting point
A booking suggestion may reuse a matching rule or a relevant past booking. Compare the transaction type, category, property and unit with the current source record. Similar merchant text can describe different work. A suggestion does not confirm that a cost belongs to the same property or accounting period as an earlier payment.
Understand what a rule authorizes
A saved rule stores booking choices and matching conditions. Eligible matching imports can be booked automatically, including existing unbooked rows when the rule is saved. This is different from merely opening a suggested form. Check the match conditions before saving and inspect the entries produced afterward.
Narrow the condition to the repeating activity
Use a distinctive description and, where relevant, a particular amount or source account. A very broad vendor word can match unrelated transactions. Review your rule when the arrangement changes, and keep loan payments, transfers and other transactions with multiple accounting components in their appropriate workflow.
Revisit the results each month
Review imported and automatically booked activity alongside the bank or manager statement. If something does not fit, inspect the source entry and use the supported correction workflow, respecting closed periods and reconciled records. Updating a rule is not a substitute for reviewing entries already created by it.
Common questions
Do matching rules require a language model?
No. Saved rules use explicit matching logic, and history suggestions use relevant portfolio booking history.
Can I assume every imported row waits for my approval?
No. Saved rules and other supported matching workflows can book eligible rows automatically. Review the booked results as well as the rows still awaiting a decision.
Keep your next step simple.
Use the product guide for the app workflow, or contact support with your question. Bookkeeping reports are not tax advice; review filing decisions with a qualified professional.