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Sam Sole Trader
Create
Customers
Invoice
Quote
Receive payment
Credit note
Recurring invoice
Customer
Suppliers
Bill
Expense (paid)
Purchase order
Pay bill
Supplier
People
Employee
Super fund
Time entry
Weekly grid
Pay run
Banking & Books
Journal entry
Transfer
Bank account
Bank rule
Reconcile
Account
Other
Product / service
Fixed asset
Project
Budget
Import…
AI assistant
New Bank Rule
← Back to rules
Name
*
Match criteria
Match field
*
— select —
narration
description
reference
amount
payee
Operator
*
— select —
contains
equals
starts_with
ends_with
regex
Match value
*
Action
Account
*
Tax code
(optional)
Priority
(lower runs first)
Save rule
Cancel
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