Solution Properties
Solution ID:
230817100028483
Last Modified Date:
Fri Jun 26 15:54:12 UTC 2026
Taxonomy Path:
Case category//How do I...//banking/reconciliation
Author:
[email protected]
How to approve bank feeds rules
Description

A triggered bank feed rule sends the transaction to the Rule approvals tab, based on your rule settings. 

NOTE:

Use our article to check if you've enabled auto posting for your bank feeds rules.

 

Cause
Resolution

Approving transactions

If you’re happy with the proposed transactions, to approve them:

  1. In the Rule approvals tab, highlight one or more transactions you want to approve.
  2. Select Approve selection.

TIP:

To approve all transactions in the list, select Approve all.

 

Rejecting transactions 

If you need to reject a rule approval:

  1. In the Rule approvals tab, highlight one or more transactions you want to reject.
  2. Choose Reject selection.

TIP:

To reject all transactions in the list, select Reject all.

 

 

Steps to duplicate
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