Documentation | User Guide

Documentation | User Guide

Create a bank interface rule

This part of the guide explains how to create a bank interface rule.

Step 1 - Go to the page List of Bank Interface Rules

  1. Go to the Administration module;
  2. Choose the Rules/Configuration option;
  3. Click the Bank Interface Rules menu. This action opens the List of Bank Interface Rules page (509:15690);

Step 2 - Create a bank interface rule

  1. Click the Create button. This action opens the Maintain Bank Interface Rules popup window;
  2. Fill out the required fields (identified with a red star *). For example, Start Date, Field Delimiter, etc.;
  3. Click the Save button. This action confirms the creation of the bank interface rule and updates the List of bank Interface Rules page (509:15690).