Newby Questions

Q1. The top bar of Zoho Books has a "Search in Banking (/) " field.  What is the proper use of this text box?

- Searching for Amazon for example has no results but there are transactions.

- Is the search case sensitive?

- Are regular expressions allowed?

- The advanced search includes date ranges, status, transaction type, reference #, but does not have a payee nor description option.

Q2. In Banking -> Selected Bank Account -> Cog for Settings -> Manage Transaction Rules, there is a blue link for the Tags to be applied.  The link does not work.  Are the Transaction Rules supposed to allow for automatically applying Tags?  Yes Reporting Tags have been created.

Q3. What is the Transaction Rules limited for the number of match actions?

Q4. To match "contains" text, is a wildcard or regular expression required?  

• Is it case sensitive?
• Would searching for "issue" in the following string match?   "Thisisnotanissueifeverything works". 

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