Manage your rules - Go to Bank Feeds.
- Click Open on the bank feed you want to look at.
- Click the Manage rules button:
 Once the manage rules window opens, you have several options: 
▼ View/Edit rule Click to select the rule you want to view or edit. You can then view or make changes as needed.
 NOTE: You can't change a rule name once saved.
▼ Delete rule Click to select the rule you want to delete, then click Delete rule. NOTE: It's not possible to recover deleted rules. If you delete one by mistake, you'll have to re-create it.
Auto post You can quickly change the auto posting settings for your bank rules. Tick or untick the Auto post option and your rule updates automatically. NOTE: This setting applies the next time it's triggered and doesn't affect transactions matched by a rule.
Automatic rule retention NOTE: This only applies to Sage 50 Accounts v30.1 or above. Not using the latest version? Upgrade here. When using bank rules, they're automatically restored if you re-connect your bank feed. In previous versions, the software deleted your bank rules if you disconnected your feed. You don't need to do anything, just connect your Bank feed and they'll be where you left them. |