Rule based tagging

This page illustrates how to create, execute, edit and delete automated bookkeeping rules in the Transaction Data Automation module. It covers how to filter transaction data using multiple conditions, set rule priorities, and manage the generated journal entries.

1. Accessing the Transaction Data Automation module

1. From the project homepage, navigate to the Transaction page.

2. In the Transaction page, click on the Automation tab on the top of the page.

3. Select the "Transfer -> Journals" sub-tab.

2. Adding new Automated Bookkeeping rules

1. From the above page, click the "+Add Rule" button on the upper right corner of the page.
2. Enter a name for the rule.

3. Configure the conditions for which the transaction data will be filtered and selected based on.

   (You can set conditions such as transaction direction, platform, currency, amount, time, and more.)

4. Select the type of journal entries to create for transactions meeting the above configured conditions.
5. Save the bookkeeping rule.

3. Executing the automated Bookkeeping rules

1. Click the "Manually execute all rules" button in the upper right corner of the page to execute all rules.
2. Automated transaction rules cannot be executed individually. Each time, all rules are executed in order of priority, with the system generating journal entries according to the first rule that matches the transaction.

4. Editing Automated Bookkeeping rules

1. Click on the "pencil" icon on the right side of the rule to open the Edit Rule window.

2. After updating the rule, rerun the rules to generate new journal entries and will replace the existing ones.

3. You can adjust the priority of rules by dragging the handles located on the left side of each rule.

5. Deleting Automated Bookkeeping rules

1. Click on the "thrashcan" icon on the right side of the rule to trigger deletion

2. Deleting a rule will not delete the already generated journal entries created by this rule.