NetCash Bank Automation Rule Groups
Overview
This article explains how to create new Bank Automation Rule Groups. The purpose of these groups is to allow for more flexibility on how automation rules are applied.
Note that for an automation rule to run, it must be assigned to an automation group. An automation group can have many bank accounts and bank accounts can be in many automation groups. Additionally, an automation rule can have many groups and a group can be in many automation rules.
Step by Step Process:
- Navigate to NetCash > Setup > Automation Groups
- Select New NetCash Bank Automation Rule Group
- A blank NetCash Bank Automation Rule Group appears, from which you can create a new group
- Manually update the record and fields as indicated below:
- A blank NetCash Bank Automation Rule Group appears, from which you can create a new group
| Field Name | Required | Description | Example |
| Name | Yes | Free form input to identify this bank automation rule group. | USA Bank Group |
| Inactive | No | Check this box to make this bank automation rule inactive. | |
| Description | No | A text area field to include any relevant information. | Group created to apply all rules for US banks. |
| Account Type | No | Select if this rule is for bank accounts, credit card accounts, or either. Note that credit cards are not yet supported but will be in a future release. | Bank |
| Status | No | Select if this automation group is in testing, active, or inactive. | Active |
| NetCash Bank Account | No | Select the bank accounts that this rule should apply to. | 1009 Plaid Checking 1009 Plaid Saving |
- Click Save to establish the Bank Automation Rule Group