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:
- Navigate to the Rule Summary page of the rule you want to update.
- Search for a Rule. For further information, see the Searching for Rules section.
- Select the appropriate rule and click Edit to open the rule you want to update.
- Update the Name or Description.
- Click Apply or Save, depending on the rule type.
To view and edit a rule in Cash Flow Edit window, follow these steps:
- Navigate to the Rule Summary page of the rule you want to update.
- Search for a Rule. For further information, see the Searching for Rules section.
- Click in the Action column and select View/Edit to open the rule you want to update.
- Update the rule details.
- Click Apply or Save, depending on the rule type.