Overview of coding rules

Coding rules are a time-saving way to code your transactions and invoices, while ensuring they are consistently and accurately coded.

Updated over a week ago

A coding rule will automatically allocate codes, tags and a description to a transaction or invoice.

They are ideal for:

  • bank transactions that repeat regularly and that don't have a corresponding invoice to match.

  • invoices with many coding lines i.e. Farmlands, FarmSource etc
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    TIP: If you do record invoices why not use the Invoice Scanner to automatically import invoices into Focus?

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