Posting rules

What it is

Sets which account each fee, payment and payroll event goes to.

Why it matters

Lets the books record income and costs automatically and correctly.

When to use it

Finance staff set these once; new events then follow them without manual entry.

Who uses it

Administrator

How to get here

1. Sign in as Administrator (see Signing in).
2. In the left menu, click Accounting to open it.
3. Click Posting rules.

What you see

Posting rules · click the picture to enlarge

• The list has these columns: Event, Side, Only when, Account, Fund, Cost centre, Actions. Click a column name to sort by it.

Buttons on this screen

• Load suggested rules — does what it says on the button.
• New rule — opens a form to add a new one. See Filling in the form below.

Using the list

Type in the search box to find a row. Use filters to narrow the list. Click a row to open it. More in Lists.

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