Solution Properties
Solution ID:
222001000100747
Last Modified Date:
Wed Jan 07 15:22:13 UTC 2026
Taxonomy Path:
Case category//How do I...//banking/reconciliation
Author:
[email protected]
Edit bank rules
Description
Cause
Resolution
From the
Banking
dropdown menu, select
Bank accounts
.
Select
Manage bank rules
.
Open the bank rule you want to edit.
Make your changes, then select
Save
.
Your changes apply to any new transactions processed after you save the rule.
Steps to duplicate
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