Edit or inactivate a reconciliation rule

Edit a reconciliation rule to change how it handles future imported transactions, or make it inactive to stop applying it. Open Menu, select Banking, and then select Cash management.

To edit a reconciliation rule:

  1. Open Menu, select Banking, and then select Cash management.
  2. Select Reconciliation rules.
  3. Select the rule that you want to change.
  4. Select Edit.
  5. Update the rule details or conditions.
  6. Select Update.

To change a reconciliation rule’s status:

  1. On the Reconciliation rules page, open the row actions for the rule.
  2. Select Set as inactive or Set as active.

Use the Active filter to include inactive rules in the list. Changing or inactivating a rule does not change transactions that were already reconciled.

Learn more