--- title: "Rule Vault Page" slug: "rule-vault-page" description: "Rule Vault page lists all bank rules with type, status, and order. Create, edit, reorder, or delete rules from here." updated: 2026-05-13T14:36:55Z published: 2026-05-13T14:36:55Z canonical: "docs.restaurant365.com/rule-vault-page" --- > ## 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. # Rule Vault Page The [Rule Vault](/doc/docs/rule-vault-overview-security) houses bank rules. Bank rules determine how R365 transactions are matched or created from bank activity. There are two type of rules: create transaction rules and matching rules. Create Transaction rules are user-created rules that have set conditions that need to be met in order for bank activity to create a transaction - either a [bank deposit](/doc/docs/bank-deposit) or a [bank expense](/doc/docs/bank-expense). The type of transaction created is dependent on the bank activity transaction type; cash out transactions produce bank expenses and cash in transactions produce bank deposits. Matching rules contain conditions that need to be met in order for bank activity to match an R365 transaction. Matching rules can be [system-created](/doc/docs/rule-vault-default-matching-rules) or user-created. System created matching rules are active by default, but can be inactivated. From the Rule Vault page, users can perform the following actions: - View Inactive and active rules - [Matching Rules](/doc/docs/matching-rule-record) - [Create Transactions Rules](/doc/docs/create-transaction-rule-record) - [Create a New ‘Create Transaction Rules’](/doc/docs/rule-vault-create-a-rule) - [Create Matching Rules](/doc/docs/create-a-matching-rule) - [Edit Existing rules](/doc/docs/rule-vault-edit-a-rule) - [Mark a Rule Active/Inactive](/doc/docs/rule-vault-mark-as-inactive) - [Delete a Rule](/doc/docs/delete-a-rule) - [Copy a Rule](/doc/docs/copy-a-rule) [Copy a Rule](/doc/docs/reorder-bank-rules) - [Reset Bank Rule Order](/doc/docs/reset-bank-rule-order) By default, rules are sorted in the following order: - R365 Default Matching Rules - User Created Matching Rules - Creation Rules > The Rule Vault is an upgraded version of the [Bank Rules tab](/doc/docs/bank-rules), which is removed when this feature is enabled. All existing rules live in the Rule Vault, and even though rules can still be added on the Bank Activity screen, once created, they exist in and can be accessed from the Rule Vault. --- ## Security **The following permissions are associated with the Rule Vault:** - Banking → Bank Activity → Bank Rules → View Bank Rules - Banking → Bank Activity → Bank Rules → Edit Bank Rules - Banking → Bank Activity → Bank Rules → Create Bank Rules - Banking → Bank Activity → Bank Rules → Delete Bank Rules --- ## Navigation ****Navigation Steps**** 1) Open the **Accounting** application**.** 2) Expand the **Banking** category. 3) Select **Bank Activity**. 4) Click **Rule Vault.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-IQLPFCB6.png) ****Search**** The Rule Vault is accessed from the **Get Bank Activity page.** Navigate to pages with the [R365 global search bar](/doc/docs/r365-search): 1. Enter all or part of the **page name** in the R365 global search bar. 2. Select the page from the results list. > Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1745007955784.png) --- ## Rule Vault ### Buttons and Fields ### ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RBCN0O8R.png) | | Button/Field | Description | | --- | --- | --- | | **1** | New Rule | Opens the new rule menu with the following options: - [Create Transaction Rule](/doc/docs/rule-vault-create-a-rule) - [Matching Rule](/doc/docs/create-a-matching-rule) | | **2** | Search | Filters the rule vault grid to the entered text. | | **3** | Reorder Rules | Enables arranging options for the order applied rule order. The following additional buttons appear when **Reorder Rules** is selected. - **Discard Changes:** Removes changes applied to the rule order. - **Save:** Saves and applies the changes made to the rule order. - **Drag and drop column:** A reorder rule column applies where rules can be dragged and dropped to adjust the rule order. | | **4** | Table Views | Opens a list of the following options: - **Save Current View**: Saves the current view as a dropdown option for future use. - **Edit Table Views:** Displays a list of custom views that can be edited or deleted. - **Previously created views:** Views that were previously saved are displayed for selection. | | **5** | Filter | Opens the [filter columns](https://docs.restaurant365.com/doc/docs/working-with-smart-grids#filter) window where users can create and apply filters to the table. | | **6** | Columns | Opens the [column menu](https://docs.restaurant365.com/doc/docs/working-with-smart-grids#column-visibility-sort-order-size) where users can show/hide and rearrange columns. | ### Columns Click the column header to sort the table by the selected column. | Button/Field | Description | | --- | --- | | Selector Column | Selects the rule for [editing](/doc/docs/rule-vault-edit-a-rule) and enables the bulk edit menu with the following options: - [**Assign Bank Account(s)**](/doc/docs/rule-vault-edit-a-rule)**:** Opens a window where the bank accounts the rule is applied to can be updated. - > This option is not available for system-created [default matching rules](/doc/docs/rule-vault-default-matching-rules). - **Assign GL Accounts:** Opens a window where the GL account for [create transaction rules](/doc/docs/create-transaction-rule-record) can be updated. - [**Mark Active**](/doc/docs/rule-vault-mark-as-inactive)**:** Marks the rule(s) active to allow the rule to be applied to imported bank activity when conditions are met. - > Create Transaction Rules cannot be marked as 'Active' if they have a remaining distribution amount. - [**Mark Inactive**](/doc/docs/rule-vault-mark-as-inactive)**:** Marks the rule(s) inactive and prevents the rule from being applied to imported bank activity. - [**Delete**](/doc/docs/delete-a-rule)**:** Deletes the selected rules. This action cannot be undone. - > This option is not available for system-created [default matching rules](/doc/docs/rule-vault-default-matching-rules). - [**Copy**](/doc/docs/copy-a-rule)**:** Creates a duplicate of the selected rule with the same status as the original. This option is only available when one user-created rule is selected. | | Order Applied | Specifies the sequence in which the rules are applied. | | ID | The identification number assigned to the rule upon creation. > [!NOTE] > This number auto-increments and cannot be edited. | | Name | User-created rule name. > System created rules have system-generated names and are not editable. | | Rule Type | Indicates the type of rule: - **Match(R365):** System generated rule that sets the conditions required for R365 transactions to match to bank activity. - **Match**: User-created matching rule that sets the conditions required for R365 transactions to match to bank activity. - **Create:** Create Transaction rule that creates a bank deposit or bank expense depending on the transaction type. | | Bank Account | The bank account (s) the bank rule applies to. The rule is only applied to bank activity imported to the selected bank accounts. | | Vendor | The vendor assigned to the bank transaction created by the rule. | | Location | The location assigned to the bank transaction created by the rule. | | Account | The GL Account(s) that will be used for the resulting bank transaction. | | Transaction Type | The type of bank activity the rule applies to: - **Cash In:** Funds coming in to the bank account; results in a bank deposit. - **Cash Out:** Funds leaving the bank account; results in a bank expense. | | Status | Indicates the active status of the bank rule: - **Active**: The rule actively matches or creates transactions based on its conditions. - **Inactive**: The rule is disabled, and and no transactions will be created or matched, even if its conditions are met. | | Description | The description for the bank rule. > [!NOTE] > This field is optional. | | Created By | The user who created the bank rule. > [!NOTE] > [Default matching rules](/doc/docs/rule-vault-default-matching-rules) (system-generated) are listed as created by R365. | | Created On | The date the bank rule was made. | Restaurant365 Access rights granted to users or user roles that dictate what actions they can perform within the system. Financial account used to record specific transactions in the general ledger.