If you have set a bank transaction coding rule to be reviewed individually then you must click on the transaction. The coding rule will be applied, but you have the opportunity to check it before clicking save. This is perfect if on the odd occasion the coding rule may not apply and you want the opportunity to check it each time.

If you have selected the rule to be reviewed as part of a group, then the rule will be applied and you can click the Run coding rules button to move these coded transaction to Completed, without having to open them.

Transactions with coding rules applied to be reviewed as part of a group are marked with the purple token shown below.

NOTE: If you have invoices to match to the bank transactions this must be done first, as matching takes precedence over manual coding of transactions. we recommend you do this before running the coding rules.