Forum Discussion

ChippyBirdCat's avatar
3 months ago

Can I use an asterix in Bank Rules?

I have three (3) similar bank payment descriptors that I see on my bank feeds and I need to apply each to one of three (3) different customers. Can you help?

 

These are the descriptors (redacted): 

Direct Credit 500001 STRIPE STRIPE_Qkj3yzjicpR

Direct Credit 133334 STRIPE STRIPE-8EYxiRRZQ6F

Direct Credit 502221 STRIPE STRIPE_QjbMhpcULfk

 

 

The rule must look for each customer which relates to the six-digit code. 

 

Initially I took the first two codes and created two new rules, eg:

When the description on my bank statement contains this exact work or phrase: Direct Credit 500001 STRIPE STRIPE     

... then look for open invoices for this customer....

BUT THE BANK RULES FAILED TO RECOGNISE THE TRANSACTIONS.

  1. To test it, I made sure that there was an outstanding invoice to apply the payment to.
  2. No other bank rule uses Stripe in its keywords to do a different action.
  3. Bank rule was applied to all accounts.

Then I changed the rules and added the (*): 

When the description on my bank statement contains this exact work or phrase: Direct Credit 500001 STRIPE STRIPE*

AND IT STILL DIDN'T WORK.

I have tried to navigate MYOB for technical support and it is impossible to find a way to ask questions, even in the Community forum it took a while before I found where I could actuall ADD a question. 

 

Can anyone help me? 

 

TIA

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