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.
- Click on the "Rule List" section.
Step 2: Selecting Target Company and Bank
- 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
- To view cloned rules, navigate to the "Master" Module.
- Access the "Rule List" tab.
Step 5: Rule List Table
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.
