If you edit documents in various formats day-to-day, the universality of your document tools matters a lot. If your instruments work with only some of the popular formats, you may find yourself switching between software windows to change payee in RPT and handle other file formats. If you wish to remove the hassle of document editing, go for a solution that can effortlessly handle any format.
With DocHub, you do not need to focus on anything but actual document editing. You will not have to juggle programs to work with diverse formats. It will help you edit your RPT as effortlessly as any other format. Create RPT documents, modify, and share them in one online editing solution that saves you time and improves your efficiency. All you need to do is register a free account at DocHub, which takes just a few minutes.
You will not have to become an editing multitasker with DocHub. Its feature set is enough for speedy papers editing, regardless of the format you need to revise. Begin with creating a free account to see how effortless document management can be having a tool designed particularly to suit your needs.
[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