Skip to content
Developerhome

Introduction to bank rules

  Less than to read

Bank rules allows customers to create automated rules that categorise imported online bank transactions in their Sage solution. This simplifies their bank reconciliation.

Banking Service provides transactions for reconciliation and provides the functionality for recognising banking transactions and suggesting how a transaction should be created. This is presented as the functionality to enable a consumer to create rules within Banking Service to faciliate identifying types of transactions. When Banking Service recieves transactions, these rules can be applied using a rules engine to process user-suggested actions against the transactions.

Why are bank rules essential for your customers?

Professional users

For professionals in small businesses who want to easily sort and classify their transactions, bank rules allows you to create rules that automatically categorise your imported online banking transactions. Unlike manual processes, this capability simplifies workflow and automates reconciliation of bank records received from online bank accounts.

Business Owners

For business owners within small businesses who want to automate banking transactions and get important business insights, bank rules is a capability that allows you to create rules that automatically categorise your imported online banking transactions. Bank rules save time and automates the reconciliation of bank records received from online bank accounts.

Bank rule flows