How to edit or delete a coding rule

Why:

Editing or deleting coding rules allows you to manage and adjust how transactions are categorised and processed, ensuring your financial data is accurate and up to date.

Bank Transaction Coding Rules

1. Go to the Bank Transaction Coding Rules screen

   • Click Settings.

   • Click Codes.

   • Click Bank transaction coding rules.

1. Edit or Delete a Coding Rule

   • Hover over the coding rule you wish to edit or delete.

   • Click the three dots that appear.

   • Choose:

     • Edit to modify the rule details.

     • Delete to remove the rule.

2. Edit Coding Rule Details

   • Change the criteria, action, or review options as needed.

   • Click Save to confirm your changes.

3. Applying a Bank Transaction Coding Rule

   • Individually: Check the coding each time and save.

   • As part of a group: Click Run coding rules to automatically apply the rules. Use this option only if you are confident the rules are correct.

Invoice Coding Rules

1. Go to the Invoice Coding Rules screen

   • Click Settings.

   • Click Codes.

   • Click Invoice coding rules.

1. Edit or Delete a Coding Rule

   • Hover over the coding rule you wish to edit or delete.

   • Click the three dots that appear.

   • Choose:

     • Edit to modify the rule details.

     • Delete to remove the rule.

2. Coding Rule Details

   • Criteria: Determines which line the coding rule will apply to.

     • Example: If the Line Description is "House Rent," the code will apply to that line.

     • NOTE: The coding rule will only apply to lines that match all set criteria.

   • Action: Defines how the rule behaves.

     • Example: The action could be to code the full amount to Other Farm Income: House Rent. Other options include Code $ Amount or Code % Amount.

   • Summary: Displays the selected options for the rule.

From a Coded Invoice

1. Edit the Coding Rule in an Invoice

   • Locate the incorrectly coded line in the invoice.

   • Select the coding rule applied.

• • Make the required changes (e.g., update the extended code to VH: FF).

  • Click Save.

TIP: Regularly review and update your coding rules to ensure accurate financial records.