AMC Banking 365 BC - Copy automatch rules from Bank Account

Learn how to efficiently replicate payment reconciliation matching rules from one account to another in AMC Banking. This guide simplifies the setup process by allowing you to copy existing configurations, saving you time on manual data entry.

9 steps

Amcbanking

Go to the AMC Banking > Bank Accounts

Select the bank account you want to copy to.

In the ribbon (Action bar), click 'Bank Account' > 'AutoMatch Rules (AMC)'

In the ribbon (Action bar), click "Copy from other Bank Account"

Select source company to copy from.

Select source bank account code to copy from.

Click "OK"

Click 'Yes' to confirm overwrite.

The auto-match rules have been copied from the selected bank account. You can review and modify the rules as needed, or keep them unchanged. Click Close to finish the auto-match rule setup.