Managing bank feeds rules

Solution Properties

Solution ID:

230817095902633

Last Modified Date:

Fri Jun 26 14:54:49 UTC 2026

Taxonomy Path:

Case category//How do I...//banking/reconciliation

Author:

[email protected]

Managing bank feeds rules

Description

After you create bank feeds rules, you can manage them using the updated and enhanced functionality.

Cause

Resolution

Manage your rules

Go to Bank Feeds.
Select Open on the bank feed you want to view.
Choose Manage rules:

Buttons show Download, Auto-match, Recurring items, View ignored and manage rules.

Once the manage rules window opens, you have several options:

Manage rules window shows the rules you have set up.

▼ View/Edit rule

Select the checkbox next to the rule you want to view or edit. You can then view or change as needed

NOTE:

You can't change a rule name once saved.

▼ Delete rule

Select the checkbox next to the rule you want to delete, then choose the Delete rule button.

NOTE:

You can't recover deleted rules. If you delete one by mistake, you must recreate it.

Auto post

You can change the auto posting settings for your bank rules.

Tick or untick the Auto post option to update your rule

Automatic rule retention

In v30.1 and above, if you reconnect your bank feed the bank rules automatically restore. In earlier versions, the software deleted your bank rules if you disconnected the feed.

Steps to duplicate

Manage your rules

NOTE:

NOTE:

Auto post

Automatic rule retention