Bank Transaction coding rules

In the settings screen

  1. Click Settings

  2. Click Codes

  3. Click Bank transaction coding rules.

In the bank transaction coding rules screen 

  1. Hover over the coding rule:
    Click the 3 dots that appear.

  2. Click Edit to change the details of the rule, or
    Click Delete to remove the rule completely. 

Coding rule details

Edit the coding rule criteria, action, or review options then click save to confirm any changes.

In a bank transaction coding rule you have two options for applying that rule:

  • Individually - this means you have to check the coding each time and then save.

  • As part of group - this means you click the run coding rules button and coding rules are automatically applied and saved. Use this only if you are confident with the coding rule.

Invoice coding rules

In the settings screen

  1. Click Settings

  2. Click Codes

  3. Click Invoice coding rules.

In the Invoice coding rules screen

  1. Hover over the coding rule:
    Click the 3 dots that appear.

  2. Click Edit to change the details of the rule, or
    Click Delete to remove the rule completely.

Coding rule details

  1. Criteria: The criteria determines what line the coding rule will apply itself to. In this example the Criteria are Line Description (each time an invoice includes the line description - House Rent, the code will apply to that line) and Other Party (An invoice that has the Other Party - House Rental will have this code applied).

    NOTE: Your Coding Rule will only apply to lines that match all criteria set.

  2. Action: The Action will determine how the coding rule behaves, in this example the action is to code the full amount to Other Farm Income: House Rent. Other Actions are Code $ Amount (if you would like to split the line by $ amount) and Code % amount (if you would like to split the line by a %)

  3. Summary: Gives a summary of the options chosen for this rule.

From a coded invoice

You can also edit the Coding Rule from within an Invoice if you find an error.

  1. Locate the incorrectly coded line.

  2. Select Coding rule applied.

  3. Make any required changed, in this example the extended code needs to be changed to VH:FF

  4. Click Save.

More information

What are coding rules

Run transaction coding rules from the Needs Action screen

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