When doing an import via Manual Upload, one can create rules for import. But can I view all the rules that I have created. Also, can I modify them. If not, how can I delete them?
Hi UjjwalJ,
You can view, edit and delete all the Transactions Rules you have created by going to Banking> Transactions Rules on the left Menu.
Also, you may check these helpful guides for more information.
Transaction Rules - Reckon Help and Support Centre
Transaction rule does not pick up the transaction - Reckon Help and Support Centre
Best regards,
Thanks Klaura. I saw your answer but forgot to acknowledge. It was a great help.
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