How to automatically exclude transactions

Auto-exclude rules can be created to help clean up transaction and purchase activity lists more quickly.  Cleaning up the data allows for quicker processing and more consistent matching.

There are two types of rules:

  • Matching Rules:  Matching Rules move charges from the For Review tab to the Excluded tab within the Matching page.  To create a new rule, simply click on the New Bank Rule while in the Matchig Rules tab. While creating the rule, you can use a series of filters to broaden or narrow your rule.

Note: If you would like to delete a rule, Reveal will not undo transactions that were previously affected by the rule.

  • POS Activity Rules:  POS Activity Rules allow you to ignore specific types of purchase order activity from your POS.   To create a new rule, click on the New Purchase Rule while in the POS Activity Rules tab. While creating the rule, you can use a series of filters to broaden or narrow your rule.

Note: If you would like to delete a rule, we will not undo transactions that were previously affected by the rule