In the Finally platform, you can set up accounting rules to automatically categorize transactions based on criteria like category, card, team, or location. These rules apply to future matching transactions, minimizing manual effort and ensuring consistent bookkeeping.
How to Create Accounting Rules:
1. Log in to the Finally platform.
2. Click on the Accounting tab in the top navigation.
3. Select Finally Card from the dropdown menu.
4. In the top right corner, click the green “+” button to create a new rule.
5. Choose the type of rule you want to set up. You can create rules based on:
Category
Card
Team
Location
6. To set an advanced rule, use combinations of the above criteria for more specific automation.
7. After selecting the rule type, choose the relevant values (e.g., specific card or team) and assign the category where transactions should be automatically coded.
8. Click Save to apply your new rule.