Template Sandbox

Template Sandbox

Use this area to manage customer bank reference templates, and link unprocessed bank transactions to customers.

• Search customers and edit their templates.
• Add, edit, and deactivate templates with full audit logging.
• Review unprocessed bank transfers and create templates from live references.

Pattern syntax

Templates are case-insensitive and spaces are normalised. You can use the following tokens:

• {{3 chars}} – exactly 3 characters (any characters).
• {{inv num}} – one or more digits (invoice number), length does not matter.
• {{X chars}} – any characters (including spaces), variable length, until the next literal in your template.

Examples:

• COMPANY NAME {{12 chars}} BGC
• FOO {{3 chars}}
• INV{{inv num}}
• BOB {{4 chars}}-{{3 chars}}
• {{X chars}} INV {{inv num}} – matches e.g. WE INV876 and £$1 INV876