Manage Add Rules

You can define unlimited Add Rules for the Bank Connect routines to add Bank GL Ledger Entries.

Procedures

On the Bank Connect Overview page, click the Add Rules tab.

1. Click New to create a new rule.

2. If you wish to Edit, click one of the existing rules.

1. Define the Name of the new rule.

2. Select the Bank Account to which this rule applies.

3. (Optional) Click Select All Bank Connect Details to apply this rule to all linked bank accounts.

4. (Optional) Check Enable Gen. Jnl. Processing if you prefer the system to create General Journal entries for bank transactions instead of Vendor Payments or Customer Receipts.

1. Apply this to transactions that are:

   1. Deposits: Add rule applied to Deposits only

   2. Payments: Add rule applied to Payments only

2. Priority: This is for the rule processing priority

3. Active: It must be checked to include the rule in the processing.

4. and include the following:

   1. All: All conditions must be met before the actions are executed.

   2. Any: One of the conditions must be met before the actions are executed.

5. Click Add a condition.

Select from one of the following fields:

Select one of the operators.

Then enter a parameter value.

Click Add a condition to add more conditions.

Then click Add action to define what you want to do with the Bank Transactions if conditions are met:

You can define actions for the following fields:

• Account
• GL Accounting
• Project
• Accounting Variable 1
• Accounting Variable 2
• Accounting Variable 3
• Accounting Variable 4

Suggest to Add or Automated Add

Typically, you would want the Bank Connect routines to suggest adding Bank GL Ledger Entries.

To review the added suggestions, go to Bank Transaction Processing. You can click on the Transaction and review the suggested fields in the Expanded Area. You can edit the pre-populate fields to click Add to create a Customer Receipt, Vendor Payment, or General Journal.

Article Manage-Add-Rules  ·  Last updated January 07, 2026 · GoldFinch ERP Help Center