Editing accounting rules

Modify an existing accounting rule to change how transactions generate journal entries.

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 on an existing rule to view its details
  • Click the "Edit" button
  • Modify the rule settings
  • Click "Submit" to save changes

The updated rule applies to new transactions immediately.

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