Clearbooks automatically creating import rules
Question asked by Pete 7 years ago
It seems every time I explain a payment, a new import rule is automatically created. How do I stop this happening?
Thanks. (Shows as "system" in the Source column)
Hi Pete - I usually suggest people only keep this switched on for the first month or two of starting on CB, you can then edit the auto rules to be exactly what you want and set up new ones manually.
Anyway - go to Settings>Configure system>Toggle features and then the bank & import tool page and switch off the auto rule creation.
Best answerIs there a quick way to delete tham all?
It seems a real faff unless you can selct the ones you don't want and clck delete.
Currently the default is view 10 per page.
I change that to 100, and then seems after I click on the trash icon for 1 entry, it reverts to viewing justb the first 10 again (which are the ones I don't want to delete.
:(
Thanks!
Thank you, Paul, for more of your counsel and consistent presence in our community.
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