The Rule Vault houses all active and inactive default matching rules and user-created transaction rules. From the Rule Vault screen, users can view both active and inactive rules, search and filter the list for specific rules, create a new transaction rule, and edit existing rules.
The Rule Vault is an upgraded version of the Bank Rules tab, which will be removed when this feature is enabled. All existing rules live in the Rule Vault, and even though rules can still be added on the Bank Activity screen, once created, they exist in and can be accessed from the Rule Vault.
Enable Rule Vault by selecting the Rule Vault checkbox on the Miscellaneous tab of the System Preferences screen.
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Security
The permissions listed here are associated with the Rule Vault. These permissions can be added to custom user roles or single users. Learn more about managing permissions and custom user roles here.
Rule Vault permissions are found in the permission tree as follows:
- Banking
- Bank Activity
- Bank Rules
- View Bank Rules
- Edit Bank Rules
- Create Bank Rules
- Delete Bank Rules
- Bank Rules
- Bank Activity
The Permission Access report can be used to determine which user roles or users already have these permissions assigned.
Learn more about User Setup and Security here.
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Rule Types and Statuses
The Rule Vault houses two types of rules:
- Default Matching Rules - These rules are system-generated and cannot be edited. However, they can be deactivated.
- Transaction Rules - These rules are user-created and can be edited at any time.
Regardless of rule type, rules can have one of two statuses:
- Active
- Inactive
Click here to learn how to update the status of a rule.
Rule Vault list
Users can view all rules and complete multiple functions from the Rule Vault list.
| Field | Description | |
 | New Rule | Open the Create Transaction Rule dialog box where the user can create a new transaction rule. For more information see Rule Vault: Create a Rule. |
 | Search | Begin typing search criteria in the field. The table updates to display rules that match the search criteria. |
 | Smart Grid controls | Like most Smart Grids, this table includes the following controls:
|
 | Select | Select one or more checkboxes to edit the selected rules. For more information, see Rule Vault: Edit a Rule. |
 | Number | The identification number assigned to the rule upon creation. |
 | Name | Name of the rule. |
 | Rule Type | Indicates whether the rule is a system-generated default match rule (Match) or a user-created transaction rule (Create). |
 | Bank Account | Bank account(s) to which the rule is applied. The rule is only applied to activity imported into the selected bank accounts. If a bank account is not selected, the rule does not apply to activity imported into the bank account. |
 | Vendor | Vendor(s) to which the rule is applied. |
 | Location | Detail Location(s) for the transaction that is created when an activity matches the rule. |
 | Account | GL Account(s) that are set as the Detail Account(s) for the transaction when activity matches the rule. |
 | Transaction Type | Type of transaction that the rule creates: Cash In (Deposit) or Cash Out (Expense/Withdrawal). |
 | Status | Indicates whether the rule is currently Active or Inactive. For more information about changing the status of a rule, see Rule Vault: Mark as (In)Active. |
Table Views - Create a new view or load a previously saved set of sort and filter preferences by selecting an existing view.
Filter - Create and apply filters to the table. Users can filter the table by Rule Type, Transaction Type, and/or Assigned Bank Account.
Columns - Show, hide, or rearrange table columns.Related Articles
Creating a New Rule
Users can create new transaction rules to help match transactions in Bank Activity. Click here to learn how to create a Rule.
Editing a Rule
User-created transaction rules can be edited at any point if certain details need to be updated or if a rule needs to be deleted. Click here to learn more about editing a Rule.
Marking a rule as Active/Inactive
All rules can be marked as Active or Inactive. Click here to learn more about marking a Rule as Active or Inactive.
Viewing criteria for Default Matching Rules
Default Matching Rules are system-generated rules that attempt to match baseline transactions in Bank Activity. Click here to learn more about Default Matching Rules.
Bank Activity Screen: Updating and Matching Transactions
View matched rules and review unmatched transactions on the Bank Activity Screen. Click here to complete Bank Activity.