Q: How do I disable rule(s)?

🅰️:

  • Start by navigating to the Transactions section in the left menu of your Bitwave dashboard.
  • From the Transactions menu, select the Rules sub-menu. This will direct you to the Rules screen, displaying a list of all your existing rules.
  • Once on the Rules screen, locate the "Select All" checkbox positioned at the top left corner of the screen. Check this box to select all rules listed.
    • Optionally, you may also select individual rules instead.
  • Next, click on the "Actions" button located in the top right corner of the screen. A drop-down menu will appear. Select the "Disable" option from this menu.
  • This action will deactivate the selected rules in your organization, temporarily halting automated categorization for those rules.

Q: How do I enable rule(s)?

🅰️:

  • Start by navigating to the Transactions section in the left menu of your Bitwave dashboard.
  • From the Transactions menu, select the Rules sub-menu. This will direct you to the Rules screen, displaying a list of all your existing rules.
  • Once on the Rules screen, locate the "Select All" checkbox positioned at the top left corner of the screen. Check this box to select all rules listed.
    • Optionally, you may also select individual rules instead.
  • Again, click on the "Actions" button located at the top right corner of the screen, but this time select the "Enable" option from the drop-down menu.
  • This action will activate the selected rules in your organization, temporarily halting automated categorization for those rules.

Q: How do I troubleshoot a rule not working for categorized transactions in Bitwave

🅰️:

Follow these steps to troubleshoot:

  • Clear cache and cookies for the Bitwave page, then log out and log back in.
    • Ensure the rule direction is filled out when creating the rule.
      • Run the rule by selecting it, clicking on "Actions" on the right side, and then clicking on "Run."
        • If the rule processes successfully but doesn't apply, try refreshing the page and running the rule again.
          • Ensure transactions include a description.
            • If issues persist, contact Bitwave support for further assistance.

Q: Can a rule run successfully without the token get priced in the transactions?

🅰️: Yes, the rule can be run successfully without the token get priced in Bitwave. You need to enable the “Ignore Fail Pricing” while setting up the rule. However note. this means that any transactions for which we "Ignore Fail Pricing" would result in that transactionbeing priced at $0 fair market value. If that is not your intention then it means that Bitwave has failed to price a token you expect to be priced. You should reach out via our bitwave chat to request the token be priced.

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