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Bank Rules

The Bank Rules page lets you view, edit, and add rules so the platform can auto-allocate your bank transactions.

Sarel Cohen avatar
Written by Sarel Cohen
Updated over 2 weeks ago

How to Use the Bank Rules Page:

  1. Click on the "Manage" tab and select "Bank Rules" under the Accounting section.

  2. The page will show a list of all the rules automatically allocated by our platform. If no rules were allocated, the page will be empty, and you can add a custom bank rule.

  3. To edit a rule, click the pencil icon on the right of the rule you wish to edit.

  4. You have options to edit the type, description, amount, property, tenant, and category of the rule. Once satisfied with the change, click the "Submit" button.

  5. To delete a rule, click the blue trash can icon on the right of the rule you wish to delete.

  6. To add a rule, click the "Add Bank Rule" button at the top right of the page.

  7. Enter the type, description, amount, property, and category of the rule and click the "Submit" button.

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