About assignment rules for bank transactions

Use assignment rules with Bank transaction assistant. Automatically assign a customer to an unmatched bank deposit transaction. After a customer is assigned, receive payments in bulk from bank transactions on the Bank transactions page. Assignment rules can be used with current accounts and savings accounts.

You do not need to include assignment rules in a rule set for them to work, just assign them to your chosen bank account. Assignment rules run for incoming and existing unmatched bank transaction credits so payment type transactions are assigned to a customer.

To use assignment rules, assign Cash Management permissions for Bank transaction assignment rules.

Assignment rules run in the following circumstances:

• You save the rule.
• Bank transactions are downloaded into Sage Intacct using the Bank transaction assistant file import or a bank feed.