Know which rule applied

[carmengordon]

hello,

Is there any way to know which rule applied to the bank transaction? 

i obviously have an error in one of my rules somewhere and I dont know which one it is to go in and fix it as I dont know which one applied automatically to the transaction.

Thanks. 

[Melisa_D]

Hi @carmengordon, 

Thanks for your post. I'd recommend running Journal security audit report which shows what transactions have been added, edited, deleted and the changes made to transactions within a selected session, you will be able to tell which user has added the transaction or if it was 'system user' which would be that rule.

Do let me know how you go. 

If my response has answered your enquiry please click "Accept as Solution" to assist other users find this information.

[carmengordon]

Hi Melisa,

How do i know which rule applied on here? 

In other programs it will tell you the name of the rule that was applied so that if the rule is not working correctly you can go to the rule and refine it. 

This just says a rule was applied so if i have 100 rules set up how can I tell which one is was?

Thanks. 

[carmengordon]

Looks like the pics didnt work, please find attached again

[Melisa_D]

Hi @carmengordon, 

There isn't an option to see which rule has been applied within that bank transactions window, the wand that appears is there to show that a bank rule has been applied. You would need to look at your particular bank rule to see which one would have been matched depending on the description/amount or how that bank rule has been set up.