Creating statement parsing rule groups

After creating the statement parsing rules, the rules are prioritized together on a statement parsing rule group. The statement parsing rule group is then assigned to the Cash Management Account.

  1. Select Statement Parsing Rule Groups.
  2. Click Create.
  3. Specify a Statement Parsing Rule name and Description.
  4. Click Save.
  5. After the statement parsing rule group header is created, select the statement parsing rules section to group and prioritize the parsing rules.
    1. If another priority is required, then modify the priority number. The rules are run in priority order.
    2. Click the Helper List button to select the Parsing Rules. The yellow alert icon is shown on the rules that have not been used on any Parsing Rule Groups.