M
DownloadReleasesGuidesChatbotAccountantsForumCloud Edition

Bank Rules

The Bank Rules feature, accessible via the Settings tab, is designed to automate the categorization of your bank transactions efficiently. This powerful tool allows you to set specific conditions that automatically associate certain transactions with predefined accounts, streamlining your bookkeeping process.

Settings
Bank Rules

Payment Rules

Use Payment Rules to automatically categorize outflows of money (Payments). This helps in quickly organizing expenses and other cash outflows without manual intervention. By setting up payment rules, you ensure that your expense tracking is accurate and up-to-date.

See Payment Rules for more information.

Receipt Rules

Receipt Rules apply to inflows of money (Receipts). Setting up receipt rules is crucial for accurately tracking sales and other income. Automating the categorization of receipts allows you to maintain accurate records of all incoming funds.

See Receipt Rules for more information.


By utilizing the Bank Rules, you can significantly enhance your bookkeeping efficiency, allowing you more time to focus on other aspects of your business.