Help us improve

Add "if any" or "if all" option for Matching Rules

When creating rules, you can only have one text item. 

So for each supermarket, i have to create a new rule. One for Asda, Sainsburys, Tesco etc. 

In the "search for" field, it would be good to have an option for "any of these" and be able to list the names, so all of those come under one rule for supermarkets. 

It's tedious creating a new rule when you have multiple suppliers falling under one category. 


Also, having an option "if all of these" would be good - so when you have one supplier, but they have different codes, you can create on for each. 

If you want to see this done well, look at Xero, their matching rules template it good. 



  • Gavin
  • Jun 22 2018
  • Acknowledged
  • Attach files