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. 1image.png


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. 3image.png

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. 4bulk.png


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.