Rule Vault: Mark as '(In)Active'

This is a part of the Rule Vault feature. Click here to learn more about the Rule Vault.

Both Default Matching Rules and User-created Transaction Rules can have their statuses updated at any time. Active Default Matching Rules will be first used when matching Bank Activity followed by Transaction Rules in the order they were created. Inactive Rules will not be used in Bank Activity and will be housed on the 'Inactive' tab of the Rule Vault page until they are deleted or marked as 'Active'.

These are important aspects to note when changing a Rule's status:

• Updating to 'Active' 

  • The distribution amount must not have a remaining balance

  • A Transaction Rule is placed in the last position in the listing

  • A Default Matching Rule is placed back to its originally assigned position

• Updating to 'Inactive'

  • The Rule is inactive for all assigned bank accounts

Copied Transaction Rules keep the status of the rule that it was copied from, unless the User updates the copied Rule.

Update Rule Status

A Rule's status can be updated individually or in bulk.

Individually

Active and Inactive Default Matching Rules and User-created Transaction Rules can have their status updated individually from:

• Rules Listing - Select the desired Rule, click 'Edit Selected' at the bottom of the listing, and then click 'Mark (In)Active'

  

• Rule Sidesheet - Click the desired Rule in the listing to open its details and then click the 'Mark '(In)Active' button in the top, right corner of the sidesheet

  

In Bulk

Active and Inactive Default Matching Rules and User-created Transaction Rules can have their statuses updated in bulk from:

• Rules Listing - Select the desired Rules, click 'Edit Selected' at the bottom of the listing, and then click 'Mark (In)Active'