Define a new accounting rule to automatically generate journal entries for specific transaction types.

Prerequisites

Log in to Symba Microbanking with a user account that is authorized to manage accounting rules.

Steps

• On the Home page, click on "Accounting"
• Click "Accounting Rules"
• Click the "Create Accounting Rule" button
• Configure the rule:
  • Name: Descriptive name for the rule
  • Office: Select office or leave blank for all offices
  • Transaction type: Select the type of transaction this rule applies to
  • Debit account: General ledger account to debit
  • Credit account: General ledger account to credit
  • Tags (optional): Add tags for filtering
• Click "Submit"

The accounting rule is now active and will automatically generate journal entries for matching transactions.

Related Topics

• Viewing accounting rules
• Editing accounting rules
• Journal entries