Reorder Bank Rules

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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 â†’ 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.

2) Click Rule Vault.

3) Click reorder rules.

4) Use the rearrange button 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.