1. Automatic references overview
References can be added to the system so that certain bank lines can be assigned automatically. This feature should only be used for recurring credits (ie rental payments). Due to the system's matching function, automatic references should not be added for debits. If you are unsure if a recurring payment should have an automatic reference, please contact the support team for confirmation.
2. Adding new automatic references
To create an automatic reference for a bank line:
Navigate to Financials > Unassigned lines
Locate a transaction that needs an automatic reference set up
Within the Reference column, highlight and copy the unique portion of the reference used
This can be the whole reference, as long as this is the same each month (eg, not 'Rent Example Street March')
This can be part of the reference, as long as it is unique (eg, not '6 Example Street' if there is also a '16 Example Street', where the string of characters are the same)
From the top right corner, click on + Automatic reference
Within the Unique portion field, paste the copied reference into the pop-up
If applicable, enter the VAT rate
Select the relevant Category for this reference (where the transaction should be assigned to, for example, a property)
Select the relevant Subcategory for this reference (what the transaction relates to, for example, Rent in)
If required, enter a Description
Click Submit