TreasuryFlowAccounting / Skills

Skills

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Saved rules

RuleSourceStatusRevision

Sources

Where this came from

Rules saved for this client, with each revision

Bank transactions a rule checks, shown with their source when you review it

Your rule

This client only · Proposals only

Name Your rule or SOP

What can a rule do?

Category proposals use this sentence: Categorize transactions from "vendor" as "category". Other SOPs remain saved questions. Source checks confirm the saved facts. You choose the category.

From

Through

Use for another client

Client

The copy needs its own source checks and confirmation.