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How are rule conflicts managed?

Andrea Sellers avatar
Written by Andrea Sellers
Updated over 2 weeks ago

In the event that a transaction matches more than one rule, Recharger will pick one of the rules based on the following precedence order:

  1. Line Item Description: if the transaction matched a rule based on its description, that rule will be applied

  2. Reference: otherwise, if the transaction matches a rule based on narration, that rule will be applied

  3. Assigned to: otherwise, if the transaction matches a rule based on assigned to, that rule will be applied

  4. Contact: otherwise, if the transaction matches a rule based on the contact assigned to it, that rule will be applied

  5. Account Code: otherwise, if the transaction matches a rule based on the account code it is assigned, that rule will be applied

  6. Tracking Category: otherwise, if the transaction matches a rule based on the tracking category assigned to it, that rule will be applied

  7. Default: finally, if no other rules match, the transaction will have the default "Apply all" rule applied to it

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