How to automatically exclude certain types of POS activity

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

To create a rule, follow these steps.

• Go to Purchases > Exclusion Rules.
• Select the POS Activity Rules tab.
• Select New Purchase Rule and 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.