Use Coding Rules for Credit Card Recon
Coding Rules live on the credit card and auto-apply Job or GL coding when imported row fields match your conditions. Use them for recurring merchants and patterns; finish exceptions on the Coding grid.
Where: Credit Card Reconciliation workbench → Coding Rules sidebar
Route: /missioncontrol/tools/credit-card-recon/:statementId
Coding grid basics: Import and code a credit card statement.
Rules are per card. Open a statement for that card to work the sidebar (rules still belong to the card, not a single statement).
Sidebar actions
| Control | Purpose |
|---|---|
| Add rule (+) | Start a New Rule |
| Run all rules | Apply saved rules to the current statement’s imported rows |
| Save (disk icon) | Persist the open rule draft |
| Delete | Confirm Delete rule? → Delete |
Reorder rules with the up/down controls when present—run order matters when multiple rules can match.
Wait for “Wait for coding rules to finish running” to clear before submit/post.
Create or edit a rule
- Click Add rule (or open an existing rule).
- Set Rule Name (required).
- Optional Description for reviewers.
- Under Conditions:
- Set Match Logic to AND or OR.
- Add Condition for each field/operator/value (placeholder Match value).
- Set the coding result Line Type (Job or GL) and the target job/GL fields.
- Save the rule.
Dirty edits are not applied until you save. Leaving a dirty rule without saving keeps the previous saved definition for Run all rules.
Run rules on a statement
- Import (or open) the statement so rows are on Coding.
- Click Run all rules.
- Review the grid—matched rows should receive the rule’s coding.
- Manually code anything that did not match, or tighten conditions and run again.
Rules do not replace the “all rows fully coded” gate. Unmatched rows still need manual coding, Apply To, or another import of coding.
When to use rules vs Apply To
| Tool | Best for |
|---|---|
| Coding Rules | Repeatable merchant/description patterns across statements |
| Apply To Filtered Rows | One-time bulk fix on the current filtered grid |
| Manual cell edits | Exceptions and one-offs |
Do not expect rules to invent posting company/vendor—that stays on the card setup.