Lumary AH - This article will describe the hard-coded ignoring rules, and how to update the custom settings for ignoring certain transactions containing specific phrases.
During the Bank Statement upload process, Lumary will scan each transaction and check to see if it needs to be ignored. This article will describe the hard-coded ignoring rules, and how to update the custom settings for ignoring certain transactions containing specific phrases.
Default Rules
| Rule | Description |
| Credits |
If the Transaction amount is less than 0, the transaction will be marked as Ignored, with a Ignore Reason of Credit. |
| Duplicate Transaction |
We will check for any prior transactions uploaded for an exact match of the following:
If a duplicate is found, the transaction will be marked as Ignored with a Ignore Reason of Duplicate Transaction. |
Custom Rules based on Matching Phrases
We can also ignore certain transactions where the Description contains certain phrases.
You can update the Phases to be Ignored setting by following these steps:
Use the App Launcher to open AH SettingsClick Bank Statement Matching SettingsUpdate the Phases to be Ignored field, each phase should be separated with a comma (,).Click Save.
To set up Phrases to Ignore, please submit a support request through our Help Centre.
Find out how to submit a support request.
During the upload and Automatic Matching process, if a transaction is found containing a phase in your list of Phrases to be Ignored list, it will be marked as Ignored with a Ignore Reason of Phrases to Ignore.