How to Use the Bank Rules Page
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.
3. To edit a rule, click the blue 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 blue ‘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 orange ‘Add’ button at the top right of the page.
7. Enter the type, description, amount, property, and category of the rule and click the blue ‘Submit’ button.