Template Sandbox

Customer bank reference templates

Templates for Alan Gorst

All templates

IDTemplateActive fromActive untilStatusActionAuto assign
788SUSAN GORST INV {{inv num}} Gorst BGC2026-02-09-Active
787SUSAN GORST JOB {{inv num}} 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.