Reordering bank rules sets the order in which rules are applied to bank activity.
Rules are reordered on the Rule Vault screen and can be reset to the default order if desired.
Security
Users must have the following permission to reorder bank rules:
Banking → Bank Activity → Bank Rules → Edit Bank Rules
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Reorder Bank Rules
Follow these steps to reorder bank rules:
Click steps to expand for additional information and images.
1) Navigate to Get Bank Activity page.
2) Click Rule Vault.
3) Click reorder rules.
4) Use the rearrange button 
to drag and drop rules to the desired order.
to drag and drop rules to the desired order. 
R365 Tip
Use the selector to choose multiple rules and drag them to a new position as a group.
5) To undo the changes made, click discard changes. (Optional)
6) To save the changes made, click save.
