Manage bank rules

Summary

How to manage bank rules in Sage Accounting.

Description

Use the Manage Bank Rules page to:

Edit, change prioritisation, or delete bank rules
Export bank rules from one account to import into another account
Copy bank rules from one account to another account
Deactivate and reactivate bank rules

Resolution

▼ Accessing bank rules

There are a few ways to get to the Bank Rules page. Depending on what page you're on, select:

Banking, then Manage bank rules
Actions, Manage bank rules from the bottom right-hand corner of a bank account on the Banking page
Rules management from the top of the Incoming Bank Transactions page

▼ Edit, re-prioritise or delete a rule

Prioriting rules determines which order we apply your bank rules.

If necessary, select an account in the Bank accounts field.
Find and then select to open the relevant bank rule.
Make the required changes and then select Save or select Delete to delete it.

▼ Export and import bank rules

Use export and import when you want to use the same bank rules in multiple accounts or businesses. First, you'll need to export bank rules from the account where they're set up. Then you can import them to the other account.

Export bank rules

If necessary, select an account in the Bank accounts field.
Select the bank rules you want to export.
Select Export from the action toolbar.
Accounting creates a bank rules file (*.json) and saves it in the Downloads folder on your computer.
Close the Bank Rules page.
If you are importing them to an account in another business, sign out and then open the other business.

Import bank rules

On the Banking page, select Actions, Manage bank rules on the required bank account.
Select Import bank rules.
Select Upload your json file and then browse to the export file to import the bank rules.
The imported bank rules show on a list in the Bank Rules page.

▼ Reassign bank rules

This moves the rules from one bank account to another. If the rule is inactive, use this to reassign to a new or updated bank feed. The rules for a disconnected bank have no bank account in the Bank Account column and are set to Inactive.

From Banking, select Manage bank rules.
Select All bank accounts from the drop-down above the rules.
Use the checkboxes to select the rules you want to keep.
Select Reassign from the action toolbar.
Choose the relevant bank account from the Destination Bank Account drop-down list. Then select Reassign rules.
We remove the bank from the rule name, make the rules active and reset the No. of used count to zero.

▼ Copy bank rules

If necessary, select an account in the Bank accounts field.
Select the bank rules you want to copy.
Select Copy from the action toolbar.

▼ Deactivate and Reactivate bank rules

How to deactivate bank rules:

Go to Banking.
Click on Manage bank rules.
Go into the Bank rule which you want to deactivate.
Untick the box stating Activate this rule when saving.
Click Save.

The status of the rule will now show as inactive.

How to reactivate bank rules:

Go to Banking.
Click on Manage bank rules.
Go into the Bank rule which you want to re-activate.
Tick the box stating Activate this rule when saving.
Click Save.

The status of the rule will now show as active and the rule will come into effect from the next set of transactions that will be pulled through on the bank feed.

Manage bank rules

Summary

Description

Resolution

Export bank rules

Import bank rules

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