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richard-kandis
Level 1

How do i undo a rule

a rule has been applied and its incorrect how do i delete it
2 Comments 2
KimMcCPA
Level 6

How do i undo a rule

To override the application of a rule from the For Review list, click on the box, and a popup will have these three options:  Accept, Update, Exclude.

Click Update.

 

In the Update Selected popup:

Enter the application that should override the rule's application.

Apply sends that transaction back to the For Review list

Apply and accept moves it to the Categorized list.

SteveChase
Community Champion

How do i undo a rule

First you will want to delete or modify the rule so that it doesn't occur again. You can do that by clicking (banking/transactions > Rules). Then if you want to delete a rule you can do that but you have to be cautious because a transaction maybe reconciled. 1. If you know the transactions are not reconciled then you could undo them which is essentially a delete feature. To delete a batch you can click in the categorized tab for the bank feeds and search for the rule and click undo. If you have a vendor you can search the vendor list and select a batch and change the category all at once. I prefer this method but it will only work if your rule had the vendor name recorded.
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