Auto-Coding Rules

Auto-Coding Rules

Auto-coding rules allow you to automatically assign accounting fields to requests helping your team save time, reduce manual edits, and keep coding consistent.

Creating an Auto-Coding Rule

The first step of creating an auto-coding rule is setting its parameters and criteria. Tell us what conditions you want the request meet in order for this rule to apply.

Next, choose the accounting fields you want automatically applied when those conditions are met.

You can use auto-coding rules to assign fields like:

• GL code
• Department
• Location
• Class
• Project
• Custom accounting dimensions

Once your conditions and coding selections are configured, save and activate the rule.

If multiple auto-coding rules apply to the same request or transaction, the order of execution is determined by the order in which the rules are listed. Rules can be dragged and dropped to establish priority.

Rules will evaluate in that order, and once a request or transaction matches an auto-coding rule, that rule will apply and no additional auto-coding rules will run.