How to Edit and Add Bank Rules
- 8 steps |
- 22 seconds
Bank Rules are the way swool.io manages auto allocations of Bank Transactions
1
Click "System"
2
Click "Bank Rules"
Editing Existing Rules
3
Click "Edit" to update existing bank rules
4
Click the "Pattern" field to update the description coming in with the Bank Transaction
5
You can update what account it belongs to
6
Click this button.
Removing Bank Rules
7
Click "Delete" to remove rules
Adding New Bank Rules
8
Click "Add New Rule" to create your own rules
