Creating transformation rules for payment references
| Feature | Public preview | General availability online |
|---|---|---|
| Transformation rules |  Feb 2026 |
Business value
Transformation rules allow you to adjust payment references before applying payment reference rules. This ensures accurate matching by removing unwanted prefixes, suffixes, or symbols from the reference string.
Feature details
You can add transformation rules to clean payment references before applying a payment reference rule, ensuring prefixes, suffixes, or symbols don’t prevent correct matching. Create a rule using substring, text replacement, or regex, then test it to confirm the cleaned value matches the intended document number.
For more information, see Creating a transformation rule.
For an example, see Payment reference rule examples.