Bank rules are deleted from the Rule Vault page. Deleting a bank rule removes it from the system and the action cannot be undone. To keep a rule in the system but prevent it from applying to imported bank activity, users can mark a rule inactive.
Default matching rules cannot be deleted but can be marked inactive.
Security
Users must have the following permission(s) to delete Bank Rules.
Banking → Bank Activity → Bank Rules → Delete Bank Rules
Delete a Rule - Individually
To delete 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 trashcan to delete the rule.
Default matching rules cannot be deleted.
5) Review the confirmation, then select ok.
To return to the rule record, select cancel.
Delete a Rule - In Bulk
To delete 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 rules to be edited.
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 delete in the bulk edit menu.
6) Review the confirmation, then click ok.
7) Click ok in the Result of Updates confirmation window.
