Matching Rules

Matching Rules are a feature used to improve the speed and accuracy of reconciliation by setting up conditions that when met will link the bank transaction to a specific tenancy.

You can access the Matching Rules page either from the Bank Accounts page by clicking the three dots on the relevant account and click 'view matching rules' or from the Reconcile page by clicking onto the Matching Rules tab.

This article explains how Bulk Create Matching Rules work but for more information on matching rules in general, see our What are Matching Rules? help article.

Within the Matching Rules section, you have the option of Bulk Create Rules. This allows you to create rules to be used for the purpose of linked payments in the reconciliation process for every tenancy in your network.

Typically this option will only be used when you first begin using the new reconciliation workflow in Street or if you were to inherit a large portfolio of properties.

When using the Bulk Create Rules option, the system will check each tenancy in your network that meets the following criteria:

For any tenancy matching the above criteria, a rule will be created using the following conditions:
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​Any Conditions Match:

Reference contains [payment reference]

Description contains [payment reference]

Whereby the [payment reference] is pulled from the information stored in the tenancy details section of a tenancy, in the Payment Reference field.

You will then see a banner showing how many rules will be created and you simply need to click the 'bulk create rules' button to create them. Depending on the number of rules being created, this may take a few minutes.

Now that every tenancy has a match rule associated with it, the next time you import your bank statement and go to reconcile, you should see a large number of Linked Payments, assuming the tenant has paid with the correct reference.