Rule Cloning in Banking

Banking Rule Cloning

Step 1: Accessing the Rule Cloning Module

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

• Click on Settings >Rule List section.

• Then select Clone Rule.

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.

How to check the Rule List in Suvit?

→ Rules help automate how your entries are categorized or mapped in Suvit. You can easily view, edit, or create rules from the Rule List section.

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✅ Steps to check the Rule List

Step 1: Go to the Master Section

→ From the left-side menu, click on the Master icon under Data Entry Automation

→ It will open a dropdown list with available master data types

→ Click on Rule List

Step 2: View the Rule List

→ You will see a screen like the one below

→ It contains rules related to ledger mapping, item classification, and more

→ Each rule row includes: Rule Type, Company, Field, Condition, and Result