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

Accessing the Rule Cloning Module

To access the Rule Cloning module, follow these steps:

Navigate to the "Banking Module" in your application.
Click on the "Rule List" section.

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.

Saving Cloned Rules:

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

Viewing Cloned Rules

Accessing the Rule List Tab:

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

Rule List Table:

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

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.