In the settings screen

  1. Select codes.

  2. Click Bank transaction coding rules.

In the bank transaction coding rules screen 

  1. Hover over the coding rule:
    Click the 3 dots that appear.

  2. Click Edit to change the details of the rule,
    Click Delete to remove the rule completely. 

Coding rule details

Edit the coding rule criteria, action, or review options then click save to confirm any changes.

More information

Create a coding rule within a transaction

What are coding rules

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