Merge rules for bank account statements

• 03/12/2025
• 2 minutes to read

Business value

Merge rules streamline bank statement processing by combining multiple entries into a single line. This reduces manual reconciliation effort, simplifies reporting, and provides a clearer overview of financial transactions, especially for frequent transactions such as credit card transfers.

Feature details

The feature allows merging of bank account statement lines through two methods: automatic rules and manual selection. Automatic merge rules can be configured globally or for specific bank accounts. Rules specify how lines are merged based on text content and date (posting or value date), and are applied during the match procedure.

Manual merging enables users to select specific lines and combine them with a single action. Both approaches improve efficiency and accuracy in bank statement processing, giving organizations better control over financial data.