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dashboard
Dashboard
credit_card
CC Activity
attach_money
Financial
Reconcile Accounts
Positive Pay
show_chart
Reporting
Trust/Escrow Deposit Record
settings
Configure
Bank Accounts
brokerWOLF Accounts
Trust/Escrow Notifications
Auto Post Rules
Positive Pay Formats
person
My Settings
Sign Out
arrow_back
Auto Post Rules
Auto Post Rule
Bank Payee and Transaction Information
Payee/Description Rule(s):
Where:
Option Type
Payee/Description
Select is
contains
doesn't contain
is exactly
Select is
delete_forever
add
Combine By
and
or
Option Type
Payee/Description
Select is
contains
doesn't contain
is exactly
Select is
delete_forever
add
Select One Or More Account(s)
Payment Type:
Invoice
Misc
BrokerWOLF Information
Office:
Rosewater Office
Dallas Office
Hamilton Office
Leaside Office
G/L:
10001 General
10002 Trust G/L
12200 Trade A/R
21100 Commission A/P
A/P Vendor:
Print House
Jefferson and Holding Inc
AHilton Conference Center, Ill
Office Supplies R Us
Gas and Energy Inc
Sprint Corp
Helen and Olga Ontario
Financial Management Inc
ECrestica Co
This should pair with the Transaction Payee or Description from the bank's transaction.
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