Resetting the bank rule order reverts the bank rules to their original order, sorted by ID.
The bank rule order is reset from the Rule Vault screen.
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.
Reset Bank Rule Order
Follow these steps to reset the bank rule order:
Click steps to expand for additional information and images.
1) Navigate to the Bank Activity page.
A) Open the Accounting application.
B) Expand the Banking category.
C) Select Bank Activity.
2) Click Rule Vault.
The Rule Vault page will open.
3) Click the arrow to open the reorder rules dropdown menu. Then, select reset order.
4) Review the confirmation, then click reset to proceed.
