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Manage bank rules

Created on  | Last modified on 

Summary

How to manage bank rules in Sage Accounting.

Description

Use the Manage Bank Rules page to:

  • Edit, change prioritisation, or delete bank rules
  • Export bank rules from one account to import into another account
  • Copy bank rules from one account to another account
  • Deactivate and reactivate bank rules

Resolution

Edit, re-prioritise or delete a rule >

Prioriting rules determines which order we apply your bank rules. 

  1. If necessary, select an account in the Bank accounts field.
  2. Find and then select to open the relevant bank rule.
  3. Make the required changes and then select Save or select Delete to delete it.

Related Solutions

´╗┐What are bank rules

Create bank rules