Greetings from Akounto Support!

To view rules listing page, access the sidebar menu. Select Accounting>Rules. Listing page will appear.

From the listing page, new rules can be added.

Recently added rules will be seen on the top of the list.

Listing page will provide information about: Rule name, Applied to which account, Conditions, Settings, Auto-confirm enable or disable, Status, Action items.

Action items will have options for: Edit, Active in case the rule status is pending, Pending in case the rule status is active, Disable, Delete

You can make the rule disable by clicking on "Disable" button from the listing page. A popup will appear, click on "Yes, update it". The status will be changed.

You can also change the status of the rule from active to pending and from pending to active from the action item for a particular invoice on the listing page. A popup will appear, click on "Yes, update it". The status will be changed.

To delete a rule, access the sidebar menu. Select Accounting>Rules>select relevant rule>actions items>delete

An alert message will appear with Yes & No buttons. Click "Yes", and a success message will appear ‘Rule deleted successfully’.

To make changes in rules, access the sidebar menu. Select Accounting>Rules>select the relevant rule>Action items> edit

All the details can be updated by the user.

Once all the changes are done, click "Update" and a success message will appear, ‘Rule updated’.

Rules can be added by accessing the sidebar menu. Select Accounting>Rules>Add rules

A popup will appear. Fill in all the relevant details including: Personalise rule name (Mandatory), Consider using this rule for following transaction (Mandatory), Sort the transaction (Mandatory), Select the condition applied to the rule and add the corresponding amount (Mandatory), Select the transaction type and the category (Mandatory)

You can also add new rules by clicking on "Add rules" in the popup. You can also delete it by clicking on 'Delete' icon.

There is an option 'Automated transaction confirmation' which helps you to auto confirm.

After filling all the details, you can perform two actions: either save the rule or cancel it.

After clicking on "Cancel", you will be redirected to the rules listing screen.

After clicking on "Save", you will get a message 'Rule added'.