Rule Cloning in Banking

This article will help you in creating, managing and using rules for more than 1 company or banks of different company.


Banking Rule Cloning

Step 1: Accessing the Rule Cloning Module

  • Navigate to the "Banking Module" in your application.

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  • Click on Settings >Rule List section.

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  • Then select Clone Rule.

Step 2: Selecting Target Company and Bank

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  • A pop-up window will appear, prompting you to select the target company and associated bank name.
  • Use the drop-down menu to choose from subscribed companies and synchronized bank ledgers.

Step 3: Saving Cloned Rules

  • Click the "Save" button within the pop-up window to save the cloned rules in the selected company.

Step 4: Viewing Cloned Rules

Accessing the Rule List Tab

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  • To view cloned rules, navigate to the "Master" Module.
  • Access the "Rule List" tab.

Step 5: Rule List Table

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The table displays columns including "Company Name", "Bank Name", "Total Rules", and "Action".

Step 6: Suggested Ledger Selection

  • The module may suggest a ledger from the available list when you upload a file for a specific company and bank. This simplifies the rule cloning process.learn more