# BankIt customer and supplier setup

<span class="ts0">Setup additional rules for the system intelligence to apply</span>

**<span class="ts4">Exclude</span>**

<table border="1" id="bkmrk-exclude-customer-fro" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 30.9136%;"></col><col style="width: 69.1852%;"></col></colgroup><tbody><tr><td>**<span class="ts0">Exclude customer from intelligence</span>**</td><td><span class="ts0">use this to exclude the customer or supplier from the system intelligence</span></td></tr></tbody></table>

<span class="ts0">This can be used when a supplier is only setup for information and not to be used as a supplier control</span>

![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(743).png)

#### **<span class="ts4">Key words</span>**

<span class="ts0">Use the keywords to apply further intelligence.</span>

<span class="ts0">In some cases the company name is not being picked up by the intelligence as the customer or supplier is using a different name on the bank reference.</span>

<span class="ts0">Use this section for the system intelligence on the customer and supplier to be applied correctly.</span>

<span class="ts0">In the example below the MBN on the bank feed is not being picked up, however the Ballymorris and MBN will then find this customer.</span>

<span class="ts0">Bank feed line example</span>

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(745).png)

<span class="ts0"> </span>![](https://hugeerp0.co.za/csp/webhelp/topics/images/image(744).png)