Maintain rules created during file import/upload

UjjwalJ Member Posts: 4 Novice Member

April 2024 in Reckon One

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?

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Best Answer

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  klaura Reckon Staff Posts: 497 Reckon Staff

  April 2024 Answer ✓

  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,

  Kind regards,

  

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Answers

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  UjjwalJ Member Posts: 4 Novice Member

  April 2024

  Thanks Klaura. I saw your answer but forgot to acknowledge. It was a great help.

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