Banking

Rule Vault: Edit a Rule
This is a part of the Rule Vault feature. Click here to learn more about the Rule Vault. Once a user-created rul...
14:41
Rule Vault: Mark as '(In)Active'
This is a part of the Rule Vault feature. Click here to learn more about the Rule Vault. Both Default Matching R...
14:41
Rule Vault: Default Matching Rules
This is a part of the Rule Vault feature. Click here to learn more about the Rule Vault. Default Matching R...
08:38
Bank Activity Page
Bank Activity simplifies matching bank statements to transactions in R365. With Bank Activity, users can create...
08:13
Bank Activity: Create AP Payment from Bank Activity
If Bank Activity pulls in a withdrawal that does not match any existing payment in R365, an AP Payment can be create...
07:23