Farm Focus

1. Click Settings
2. Click Codes
3. Click Bank transaction coding rules. 

In the bank transaction coding rules screen&nbsp;

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

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

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.

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 a 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.

- Individually - this means you have to check the coding each time and then save.
- As part of a 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.
   

1. Click Settings
2. Click Codes
3. Click Invoice coding rules.

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

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.

Criteria: The criteria determine 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.

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 %)

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

1. Criteria: The criteria determine 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.

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

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

1. Locate the incorrectly coded line.
2. Select the Coding rule applied.
 
 
 
 
3. Make any required changes, in this example, the extended code needs to be changed to VH: FF
4. Click Save.

Bank Transaction coding rules

In the settings screen

In the bank transaction coding rules screen

Coding rule details

Invoice coding rules

In the settings screen

In the Invoice coding rules screen

Coding rule details

From a coded invoice

More information