Click on the ‘Rules’ link in the Timeline. If rules have been created you will see the list of rules created. To review existing rules you may do the following:


  1. Sort any of the columns to find a specific rule

  2. Search for rules by the name, description, category, vendor/customer name 

  3. By clicking on the rule you can view the details of the rules and can edit it if you like

  4. Delete an existing rule by clicking on the ‘trash’ icon