Edit Rule Account

The Edit Rule Account page allows you to edit existing combinations of Account numbers, Routing/Transit number and Rules. These combinations apply to all customers of your bank.

1. Make any desired changes to the custom field assignments, noting the following:
   • The account number and routing transit number must match the deposit item to which you want this rule account to apply exactly.
   • You can only assign one autopopulating field rule for each defined custom field.
   • To include a rule in the rule account, select the rule name from the Available Rules list, and click the Add >> button. This moves the rule to the Selected Rules list and configures the rule account to include that rule in its processing instructions.
   • To remove a rule from the rule account, select the rule name from the Selected Rules list, and click the << Remove button. This moves the rule to the Available Rules list and configures the rule account to omit that rule from its processing instructions.

Tip: You can work with multiple rules simultaneously by pressing and holding the CTRL key while selecting rule names to either omit or include those rules.

• If a suitable rule is not already available, click the Create New Rule button to create a rule.

1. When you have finished editing the rule account, click the Save button to save your changes and return to the Rule/Account Search page.