Deactivate a matching rule or creation rule

Deactivated rules no longer appear or apply in rule sets. Deactivated rules can remain in a rule set, but they do not have any effect.

Deactivating a rule changes how the rule set matches incoming transactions for any account using that rule set.

Subscription

Cash Management

Regional availability

All regions

User type

Business

Permissions

Bank transaction rules: List, Edit

  1. Go to Cash Management > Setup > Reconciliation rules > Matching and creation rules.

  2. Find the rule that you want to deactivate.

  3. Select Edit at the end of the row.

  4. Change the Status to Inactive.

  5. Select Save.

  1. Go to Cash Management > Setup > Reconciliation rules > Matching and creation rules.

  2. Find the rule that you want to deactivate.
  3. Select Edit.
  4. Change the Status to Inactive.

  5. Select Save.