9.4 Viewing and Editing Rules

You can view existing rules, and you can edit existing rules, provided you have read/write privileges.

To view and edit a rule, follow these steps:

1. Navigate to the Rule Summary page of the rule you want to update.
2. Search for a Rule. For further information, see the Searching for Rules section.
3. Select the appropriate rule and click Edit to open the rule you want to update.
4. Update the Name or Description.
5. Click Apply or Save, depending on the rule type.

To view and edit a rule in Cash Flow Edit window, follow these steps:

1. Navigate to the Rule Summary page of the rule you want to update.
2. Search for a Rule. For further information, see the Searching for Rules section.
3. Click in the Action column and select View/Edit to open the rule you want to update.
4. Update the rule details.
5. Click Apply or Save, depending on the rule type.