Unusual file formats in your daily document management and editing processes can create instant confusion over how to modify them. You may need more than pre-installed computer software for efficient and speedy file editing. If you need to change payee in doc or make any other basic alternation in your file, choose a document editor that has the features for you to deal with ease. To handle all of the formats, such as doc, choosing an editor that actually works well with all types of documents will be your best choice.
Try DocHub for effective file management, irrespective of your document’s format. It offers potent online editing instruments that streamline your document management operations. You can easily create, edit, annotate, and share any document, as all you need to gain access these characteristics is an internet connection and an functioning DocHub profile. Just one document solution is all you need. Don’t waste time switching between different programs for different documents.
Enjoy the efficiency of working with an instrument made specifically to streamline document processing. See how effortless it really is to edit any file, even when it is the first time you have dealt with its format. Sign up an account now and improve your whole working process.
[Music] hey everybody welcome in this video well discuss using transaction rules and simplify transaction rules allow you to assign a certain category to a payee or you can also assign specific keywords for a payee to be renamed by which just ensures that your transactions are downloading and to simplify the way that you want them to to access transaction rules youll select settings from the left-hand bar and then select rules as you can see i have numerous rules created here i can see the payee name these are all listed in alphabetical order by payee name i can also see how many renaming rules i have created for a certain payee as well as the category rule that i have created for that payee first well walk through creating a new payee rule which you can do by selecting this add rule button in the upper right and then select new payee name rule here ill enter the keywords that i want simplify to watch out for [Music] and here ill enter the payee name that id like simplify to ren
