BankIt customer and supplier setup

Setup additional rules for the system intelligence to apply 

 Exclude 

 

 

 

 Exclude customer from intelligence 

 use this to exclude the customer or supplier from the system intelligence 

 

 

 

 This can be used when a supplier is only setup for information and not to be used as a supplier control 

 

 Key words 

 Use the keywords to apply further intelligence. 

 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. 

 Use this section for the system intelligence on the customer and supplier to be applied correctly. 

 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. 

 Bank feed line example