---
title: "Create a Transaction Rule in the Rule Vault"
slug: "rule-vault-create-a-rule"
description: "Create a Create Transaction Rule in the Rule Vault to auto-generate bank deposits or withdrawals from matching activity."
updated: 2026-07-29T19:51:45Z
published: 2026-07-29T19:51:45Z
canonical: "docs.restaurant365.com/rule-vault-create-a-rule"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Create a Transaction Rule in the Rule Vault

Create Transaction rules are created from the [Rule Vault](/doc/docs/rule-vault-overview-security). Create Transaction create new R365 bank transactions (deposits or expenses) based on defined conditions. When bank activity is retrieved, and a transaction matches the criteria of an existing rule, a new entry is automatically created in R365 to correspond to that transaction.

---

## Security

Users must have the following permission(s) to create Bank Rules.

- Banking → Bank Activity → Bank Rules → Create Bank Rules

---

## Create a Rule

To create a rule from the Rule Vault, follow these steps:

*Click steps to expand for additional information and images.*

****1)** Navigate to the [Bank Activity page](/doc/docs/bank-activity-page).**

A) Open the **Accounting** application**.** B) Expand the **Banking** category. C) Select **Bank Activity**.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q7ZD6W3U.png)

****2)** Click **Rule Vault.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ESE0VOJV.png)

****3)** Click **New Rule.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9QAZ3FXB.png)

****4)** Select **Create Transaction Rule.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-9VPSCFAG.png)

****5)** Enter a name for the rule.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-3BJCBRKI.png)

****6)** Select the **bank account(s)** the rule will apply to.**

> [!NOTE]
> The detail location selected applies to all transactions created by the rule.
> 
> For organizations with separate bank accounts per location, consider creating individual rules for each location to ensure transactions are recorded accurately.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-5IIIKIYY.png)

A window will open where the bank account(s) can be selected by account number, legal entity, or bank.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OUNRVF20.png)

****7)** Select the **transaction type**: cash in or cash out.**

**Cash in** transaction types create bank deposits.

**Cash out** transaction types create bank expenses.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MF2BK1E9.png)

****8)** Set the condition(s) for the rule using the **bank activity type,** **function**, and **rule value**.**

The option selected for the bank activity type determines the options for the **function** and **rule value**.

Select a bank activity type below to view it’s associated **function** and **rule value** options:

- ****Date****

  - When selected, the **function** options are:
    - **Equal to**
    - **Not Equal to**
    - **Greater than**
    - **Less than**
    - **Greater than or Equal to**
    - **Less than or equal to**
      - > ‘Greater than’ is used as after and ‘less than’ is used as before.
  - When selected, the **rule value** field accepts dates in the MM/DD/YYYY format.
- ****Amount****

  - When selected, the **function** options are:
    - **Equal to**
    - **Not Equal to**
    - **Greater than**
    - **Less than**
    - **Greater than or Equal to**
    - **Less than or equal to**
  - When selected, the **rule value** field accepts numbers only.
- ****Name****

  - When selected, the **function** options are:
    - **Equal to**: Requires an exact match between the **rule value** entered and the bank activity name in order for the rule to be applied.
    - **Contains**: Requires the **rule value** to be present somewhere in the bank activity name in order for the rule to be applied.
    - **Starts with**: Requires the bank activity name to start with the **rule value** in order for the rule to be applied.
    - **Ends with:** Requires the location name to end with the **rule value** in order for the rule to be applied.
  - When selected, the **rule value** field accepts letters, numbers, and special characters.
- ****Comment****

  - When selected, the **function** options are:
    - **Equal to**: Requires an exact match between the **rule value** entered and the bank activity name in order for the rule to be applied.
    - **Contains**: Requires the **rule value** to be present somewhere in the bank activity name in order for the rule to be applied.
    - **Starts with**: Requires the bank activity name to start with the **rule value** in order for the rule to be applied.
    - **Ends with:** Requires the comment to end with the **rule value** in order for the rule to be applied.
  - When selected, the **rule value** field accepts letters, numbers, and special characters.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UEWWP57G.png)

****9)** To add additional conditions click the **+ button** . (*Optional)***

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WCWDV30T.png)

Review step 8 to view condition options.

****10)** Set the **resulting bank transaction (expense or deposit).****

- **Vendor** - An optional field that associates the resulting bank transaction with the selected vendor.
- **Location** - Sets the detail location for resulting transaction.
- **GL account** - The GL account that will be debited or credited in the resulting transaction.
- **Percentage** - The percentage of the transaction that will be applied to the selected location and GL account.

> [!NOTE]
> If the entered fields do not total 100%, an alert message will appear at the bottom of the page noting the remaining amount. If saved when this alert is displayed, the rule will created but will be marked as 'Inactive'.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OUJU8L8X.png)

****11)** To add another line and split the resulting transaction to multiple locations or GL accounts, click the **+ button**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XXOLT1MW.png)

****12)** Once all required and desired fields have been entered, click **create** to finalize the rule.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MJAA2295.png)

Restaurant365

An organization or company configured in R365 that represents a distinct legal and tax-reporting unit. Legal entities contain one or more locations and define how financial and operational activity is grouped, reported, and filed.

Financial account used to record specific transactions in the general ledger.

## Related

- [Edit a Rule in the Rule Vault](/rule-vault-edit-a-rule.md)
- [Mark a Rule Active or Inactive in the Rule Vault](/rule-vault-mark-as-inactive.md)
- [Bank Activity Overview](/bank-activity-overview.md)