How to Use the Bank Rules Page:
Click on the Manage tab and select Bank Rules under the Accounting section.
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.
To edit a rule, click the pencil icon on the right of the rule you wish to edit.
You have options to edit the type, description and how it's matched, amount and how it's matched, property, tenant, and category of the rule. Once satisfied with the change, click the Save Rule.
To delete a rule, click the trash icon on the right of the rule you wish to delete.
To add a new bank rule, click the Add Bank Rule button at the top right of the page.
Enter the type, description, amount, property, and category of the rule and click the Save Rule button.