Rules are copied from the Rule Vault. Copying a rule creates a duplicate rule that can be edited.
Security
Users must have the following permission(s) to copy Bank Rules.
Banking → Bank Activity → Bank Rules → Create Bank Rules
Copy a Rule - Individually
Default matching rules cannot be copied.
To copy a rule from the Rule Vault, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to the Bank Activity page.
2) In the top ribbon, click Rule Vault.
The Rule Vault page will open.
3) Click the rule row to open the rule record.
Scroll or use the search bar to locate the desired rule.
4) Click the copy button.
The copy button is not available for selection if there are unsaved changes on the rule record.
A duplicate of the rule is added to the Rule Vault with the prefix ‘Copy of’.
Copy a Rule from the Bulk Edit Menu
The option to copy a rule from the bulk edit menu is only available when one bank rule is selected.
Default matching rules cannot be copied.
To copy a rule from the bulk edit menu, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to the Bank Activity page.
2) In the top ribbon, click Rule Vault.
3) From the Rule Vault page, use the checkboxes to select the rule to be copied.
Scroll or use the search bar to find the desired bank rules.
4) Click edit selected in the bottom right corner of the page.
5) Click copy.
The copy option is only available in the bulk edit menu when one user-created bank rule is selected.
