In hAIbooks, Rules are a basic algorithm that allows you create transactions, bills and invoices automatically by searching for amounts descriptions or payees, You can view them, change their order, create and delete rules. Learn how to create a Transaction and how to Manage Bank Accounts.

How do I view the list of Rules ?

  • First you must click on Banking from the side bar menu to access the page.

  • You can access your list of Rules by selecting the Rules tab.

  • You can also access your rules, by clicking on Reconcile Transactions in the All Bank Accounts tab and then on Manage Account and List of Rules.

  • When you are in the Rules tab, you can drag your rules to change the order.

How do I delete a Rule ?

In hAIbooks you can delete a rule in two ways.

  • Either in the Rules tab you can delete individually by clicking on the button with three dots of the rule you want to delete and clicking on Delete.

  • Or you can do it in bulk by ticking on the tickbox of all the rules you want to delete and then click on Delete.

How do I Create a new Rule ?

In hAIbooks you can create a new rule in two ways.

  • You can create a new Rule either by clicking on Add Rule in the Rules tab.

  • Or by clicking on Reconcile Transactions in the All Bank Accounts tab and then on Manage Account and Add Rule.

  • Learn how to complete the fields here.

Click on Save Rule when finished when creating your new rule.

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