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.
Security
Users must have the following permission(s) to mark Bank Rules active.
Banking → Bank Activity → Bank Rules → Activate Bank Rules
Mark a Rule Active or Inactive - Individually
Active rules apply to imported bank activity and inactive rules do not apply to imported bank activity. Matching Rules and Create Transaction Rules can be marked as active or inactive on the rule record.
To mark a rule active or inactive individually, 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 desired option: mark inactive or mark active.
The button displayed will depend on the status of the selected rule.
Active rules have the option to mark inactive.
Inactive rules have the option to mark active.
5) Click ok in the confirmation window.
Mark a Rule Active or Inactive - In Bulk
Active rules apply to imported bank activity and inactive rules do not apply to imported bank activity. Matching Rules and Create Transaction Rules can be marked as active or inactive on the rule record.
To mark a rule active or inactive individually, 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 mark active or mark inactive in the bulk edit menu.
6) Click ok in the Result of Updates confirmation window.
