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Customer bank reference templates

Templates for 3 Midland Cottages

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IDTemplateActive fromActive untilStatusActionAuto assign
708K Roebuck {{inv num}} BGC2026-02-09-Active

Add / check template

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

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