Template Sandbox

Customer bank reference templates

Templates for Anthony Lee

All templates

IDTemplateActive fromActive untilStatusActionAuto assign
876E Lee {{inv num}}-poplar house BGC2026-02-09-Active
875E Lee {{inv num}}-POPLAR HOUSE BGC2026-02-09-Active

Add / check template

When on, future transfers matching this pattern will auto-assign.
invalid ⚠️
Pattern help

{{3 chars}} = exactly 3 characters · {{inv num}} = one or more digits · {{X chars}} = any characters, variable length.