Adding a Rule to a Group

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Assign a rule to a Group

  1. Goto ABR -> Match Rule Groups
  2. Click 'New'
  3. Enter a 'Group Name' of 'Default Matching Rules'
  4. Enter a 'Group Description' of 'Default setup of matching rules for straight forward reconciles'
  5. Click 'Add' under the 'Assigned' Rules
  6. Select the 'Rule' you created in previous tutorial
  7. Your rule is added to the Group
  8. You can use the 'Add' button to add multiple rules to the group
  9. Use the Row Action menu (...) to move individual rules up and down in the sequence
  10. Remember rules should be placed in order, so the strictest rules are processed first ensuing the best matches are attempted first
Next Chapter: Rule with filters
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