How to Change Bank Rule

The Bank Rule Modification feature enables you to update existing automation rules to improve matching accuracy, adjust categorisation as business needs evolve, or refine rule behaviour based on performance monitoring. Changing bank rules ensures your transaction automation remains effective as suppliers change names, business activities shift, or you identify opportunities to improve categorisation precision through narrower or broader matching criteria.

Exacc provides comprehensive editing capabilities allowing you to modify every aspect of existing rules including matching criteria adjustments to catch more or fewer transactions, category reassignment when expense or income classifications change, GST treatment updates reflecting supplier status changes, and behavioural modifications switching between auto-approve and suggest-only modes. The system maintains rule history enabling you to understand how rules have evolved whilst preserving the categorisation of previously matched transactions even after rule changes.

Common reasons to modify bank rules include supplier rebranding requiring updated description matching, business restructuring necessitating different account categorisation, improved precision to prevent false matches, broadened criteria to catch transaction variations, or temporary deactivation when rules should pause without deletion. The rule testing functionality allows you to preview impacts before saving changes, ensuring modifications produce intended results without accidentally miscategorising transactions.

Want to learn the exact steps to effectively modify your bank rules for optimal automation? Follow our guide below for a detailed walkthrough of the bank rule editing process.