Applying split rules automatically

FeaturePublic previewGeneral availability online
Applying split rules automaticallyCheckmark Dec 2025

Business value

Split rules allow you to manage complex transactions, such as foreign credit transfers, returned direct debits, or multi-account transactions. By applying split rules automatically, you can streamline transaction processing and reduce manual intervention.

Feature details

You can apply split rules in two ways:

  • Automatically - assign rules based on bank transaction codes for faster processing.
  • Manually - search for and apply specific rules as needed.

This feature enhances efficiency and accuracy in handling diverse transaction types.

For more information, see Applying split rules automatically.