Manually invoked rules

When you invoke auto-allocation rules manually when entering a payments/receipt transaction (by pressing Ctrl-U/⌘-U), the rules apply as follow:

  • The Memo field matches the description field on the transaction
  • The Name field matches the to/from field on the transaction
  • The Any field matches both the description and the to/from transaction fields
  • The Reference matches the ourref transaction field (cheque number)
  • The Bank/Contra matches the bank account selected in the Bank pop-up menu
  • The Discard transaction action is ignored.