--- title: "Edit a Rule in the Rule Vault" slug: "rule-vault-edit-a-rule" description: "Edit an existing bank rule in the Rule Vault to update conditions, name, associated vendor, or account mappings." updated: 2026-05-13T16:56:00Z published: 2026-05-13T16:56:00Z canonical: "docs.restaurant365.com/rule-vault-edit-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. # Edit a Rule in the Rule Vault Rules are edited from the [Rule Vault page](/doc/docs/rule-vault-page). Learn more about the [Rule Vault](/doc/docs/rule-vault-overview-security). Once a user-created rule is saved, it can be updated directly from the rule vault or by clicking on the rule to open the [Matching Rule record](/doc/docs/matching-rule-record) or [Create Transaction Rule record](/doc/docs/create-transaction-rule-record) and editing its details. The following options are also available in the bulk edit menu: - [Assign Bank Accounts](/doc/docs/rule-vault-edit-a-rule#assign-bank-accounts-in-bulk) - [Update GL Accounts](/doc/docs/rule-vault-edit-a-rule#update-gl-accounts-in-bulk) - [Mark Active or Mark Inactive](/doc/docs/rule-vault-mark-as-inactive) - [Delete a Rule](/doc/docs/delete-a-rule) - [Copy a Rule](/doc/docs/copy-a-rule) > [Default matching rule](/doc/docs/rule-vault-default-matching-rules) details cannot be edited. --- ## Security Users must have the following permission(s) to edit Bank Rules. - Banking → Bank Activity → Bank Rules → Edit Bank Rules --- ## Edit a Rule - Individually To edit a rule from the [Rule Vault](/doc/docs/rule-vault-page), 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) The unmatched view is displayed by default. ****2)** Click **Rule Vault.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-973J8BJ9.png) The [Rule Vault page](/doc/docs/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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-334MK05E.png) ****4)** Make desired changes on the [matching rule](/doc/docs/matching-rule-record) or [create transaction rule record](/doc/docs/create-transaction-rule-record).** > [Default matching rules](/doc/docs/rule-vault-default-matching-rules) cannot be edited. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-6W7A0TLA.png) > [!WARNING] > Updated rules will not automatically apply to bank activity that has already had a rule applied or has been added from the rule applied tab. > > To apply updated rules to previously imported bank activity, use the Reapply Bank Rules option on the [bank activity page](/doc/docs/bank-activity-page). This will reapply all active rules to items on the [Unmatched tab](https://docs.restaurant365.com/docs/bank-activity-page#bank-activity-page) and [Rule Applied tab](https://docs.restaurant365.com/docs/bank-activity-page#rule-applied-tab)s. ****5)** Click **save.**** The save option is enabled once changes have been made. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-G1T97B4C.png) --- ## Bulk Edit Options ### Assign Bank Accounts in Bulk From the [Rule Vault page,](/doc/docs/rule-vault-page) both Active and Inactive Rules can be edited. If minor updates need to be made, such as updating bank accounts or deleting a rule, that can be done directly from the grid. Select the necessary Rule(s) and then click the 'Edit Selected' button at the bottom of the page. Choose from one of the following options to update. ****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) The unmatched view is displayed by default. ****2)** Click **Rule Vault.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XI89G6BW.png) The [Rule Vault page](/doc/docs/rule-vault-page) will open. ****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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WHP95J4I.png) ****4)** Click **edit selected** in the bottom right corner of the page.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-W1ZPF65Q.png) ****5)** Click **assign bank account(s)** in the bulk edit menu.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PXKGRFBE.png) ****6)** Select the desired **bank accounts** by account number, legal entity, or bank.** Scroll or use the search bar to find desired bank accounts. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-522STJCP.png) ****7)** Click **update** in the Rule Assignment window.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-S8Q183UF.png) ****8)** Click **ok** in the Result of Updates confirmation window.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-HE03LT14.png) --- ### Update GL Accounts in Bulk From the [Rule Vault page,](/doc/docs/rule-vault-page) both Active and Inactive Rules can be edited. If minor updates need to be made, such as updating bank accounts or deleting a rule, that can be done directly from the grid. Select the necessary Rule(s) and then click the 'Edit Selected' button at the bottom of the page. Choose from one of the following options to update. ****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) The unmatched view is displayed by default. ****2)** Click **Rule Vault.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1G1VDU4E.png) The [Rule Vault page](/doc/docs/rule-vault-page) will open. ****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. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-WHP95J4I.png) ****4)** Click **edit selected** in the bottom right corner of the page.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-W1ZPF65Q.png) ****5)** Click **update GL accounts** in the bulk edit menu.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-C1O5PQ6G.png) ****6)** Use the dropdown to **select the desired GL account.**** Scroll or type the name or GL account number to search the dropdown. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UHF23VRR.png) ****7)** Click **update.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-V0DKDVPH.png) ****8)** Review the warning to confirm update, then click **continue.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LCG2ZVE9.png) ****9)** Click **ok** in the Result of Updates confirmation window.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AX0IKC4P.png) 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.