Payment Rules

Payment Rules in Manager.io allow you to automatically categorize your uncategorized payments, streamlining your accounting process. This guide explains how to access and create Payment Rules to manage your payments effectively.

Accessing Payment Rules

To access the Payment Rules:

1. Navigate to the Settings tab.

2. Click on Bank Rules.

   Settings

   Bank Rules

3. Within the Bank Rules screen, select Payment Rules.

Creating a New Payment Rule

To create a new Payment Rule:

1. In the Payment Rules screen, click on the New Payment Rule button.

   Payment RulesNew Payment Rule

2. You will be taken to the New Payment Rule form.

3. Define the conditions and actions for your rule.

   For detailed information on configuring the rule, see Payment Rule Form.

Creating Payment Rules from Uncategorized Payments

Alternatively, you can create Payment Rules directly from the Uncategorized Payments screen:

1. Go to the Uncategorized Payments tab, which displays payments that haven't been categorized yet (often after importing a bank statement).

2. For an uncategorized payment, click the New Payment Rule button associated with it.

   This method automatically pre-fills the new payment rule with details from the transaction, simplifying the creation process.

   For more details, refer to Uncategorized Payments.

Conclusion

By utilizing Payment Rules, you can automate the categorization of payments, saving time and reducing manual entry. Whether accessed through the Payment Rules screen or created from Uncategorized Payments, these rules enhance efficiency in managing your financial transactions.