Skip to content
English
Submit a Support Ticket
ExpensePoint.com
  • There are no suggestions because the search field is empty.

Edit Rules

Steps to Edit a GL Rule

  1. Open Settings Manager
    From the top of your ExpensePoint screen, click the Settings Manager module.
    Settings Manager module at the top of the ExpensePoint screen
  2. Access Edit GL Rule
    Select Edit GL Rule from the left-side navigation menu under GL Rules.
    Edit GL Rule menu option in the GL Rules navigation menu
  3. GL Rule Editor Window
    This will open the GL Rule Editor window.
    GL Rule Editor window
  4. Make Changes
    Make the necessary changes to the rule. As you edit, test the rules to ensure there are no conflicts between them.

 

Note: If the rules do not seem to work correctly, check your user profile permissions to see if you have enabled the Select any GL Code option. When this option is applied, GL Rules can not be applied.

 

To learn more about the available fields for editing, please refer to the Add GL Rules article.