Create a transaction coding rule

Creating coding rules will reduce the amount of time you spend coding transactions

Updated over a week ago

You can create transaction coding rules from two areas in Farm Focus:

  • Settings - Codes - Bank transaction coding rules
    Make sure you have a copy of your bank statement (paper or electronic) to refer to.

  • Within the bank transaction itself (Recommended)
    Information in the transaction such as the Other Party, Reference and coding information is automatically pulled into the coding rule for you.

Create a rule from the bank transaction

  1. Click on the coding rule image in the top right of the transaction.

  2. Review the coding rule and click Save.

NB: If the Other Party, Reference and Particular fields contain information in the transaction, this will automatically populate in the coding rule criteria.
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This also applies to any coding lines that you have entered.

You can choose when you want a coding rule to be applied either by:

  1. Opening each transaction individually in Needs Action to commit the coding rule

  2. Applying coding rules to all applicable transactions is one step in Needs Action.

TIP: Use the search function to find a coding rule.

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