Field descriptions: Rule sets

ID

Enter an ID for the rule set. After you save, this field cannot be edited.

Learn best practices for Name and ID creation.

Name

Enter a name for the rule set.

Description

Enter a description for the rule set.

Status

The status of the rule set.

Active: The rule set active.

Inactive: The rule set is inactive. It will not work to match incoming transactions.

Type

A rule set can be for either a bank account (current accounts or savings accounts) or a credit card account.

Rule set performance log

Drill down to see how well your rule set and contained rules are performing.

Rule ID

The ID of the rule included in the rule set.

Rule name

The name of the rule included in the rule set.

Status

Select Active or Inactive.

The default value is Active.

Inactive rules are not used for matching transactions.

Description

If you entered a description for the rule, it will appear in this field.

New rule

Create a matching rule or a creation rule to add to the rule set.

Select rules

Select an existing rule to add to the rule set.

You can add up to 9999 rules.

Remove

Remove a rule from the rule set. This action doesn't delete the rule. It just excludes it from the rule set.

Account type

The account type as specified on the Details tab. A rule set can be used for either a bank account (current accounts or savings accounts) or a credit card account, but not both.

Account ID

The account ID.

Account name

The name of the account.

Status

The status of the account associated with the rule set.

Active: The account is active and is using the rule set for reconciling.

Inactive: The account is inactive and not in use.

Select accounts

Apply the rule set to selected accounts. Depending on the Account type selected on the Rule set tab, credit card accounts or bank accounts appear for selection. Only accounts without a rule set appear. You can select as many accounts as necessary.

Remove

Remove an account from the list. This action means that the account will not use this rule set to match incoming transactions. Keep in mind that accounts require a rule set to reconcile with an import or bank feed.