Custom groups

You can use custom groups to define conditions that help identify sets of records within a certain business class. These rules are used in some programs to filter records or to perform certain actions based on the defined rules.

For BankStatementLine, when you create a cash transaction processing rule, you select a custom group that contains bank statement lines. The bank transaction rule only applies to the bank transaction lines that are included in the group that you associate with the rule. Typically, you group transaction lines to assign to the same transaction category.

If identifiers and identifier types are used, then the custom group must include an indicator for the fields will contain the identifier number. This list shows the key words to use in the custom group:

DescriptionMatchesIdentifier
RelatedReferenceMatchesIdentifier
BankReferenceMatchesIdentifier
TextReferenceMatchesIdentifier

Note: Custom groups are also used for Resources, Bank Statement Reconciliation, and Payables Invoice.