Accounting Rules

On this page, those with access can view and create rules for assigning account codes and finance codes to work orders when they meet specified criteria. These rules override category-set codes when they match, and capital threshold rules fall back on these rules if they match at invoicing.

The smart table displays the following:

• Name: The name of the accounting rule

• Description

• Criteria: The specified criteria that, when matched on a work order, triggers the rule

• Rule priority: Indicates the order in which the rule runs in relation to other accounting rules

  Priority is given to lower values .

• Status: Indicates whether the rule is active or inactive

Select a rule name to view/edit its details, or click Create new rule.