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Setup Questions Posting Rules

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task. A field list follows the questions should you need additional information to answer a question.

Instructions

1. Copy this topic—make one copy for each posting rule you want to add. Right-click this topic to display a pop-up menu, and then click Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on this page.
4. Enter a response or circle your answer. If circling, use a highlight marker to select an If statement that matches your response. The If statement tells you what you should do on the tab in the system.
5. Use your answers to set up each posting rule you want to add.

PropertyCompany

What PropertyCompany am I creating the rule for?

Enter an ID: ______________________________________

Transaction Type

What transaction type am I creating the rule for?

Circle a type: Invoices, Checks, ICA Checks, Billings, Receipts.

Questions for Posting Rules

EntityCompany ID

What EntityCompany am I setting up the rule for?

Enter an ID: ______________________________________

Debit

What do I want the debit entry to be?

Circle one of the following types: Default, Expense Code, GL Account, Special.

--For Default, no more setup is required. Default posting rules are used.

--For Expense Code, enter an expense code: ________________

--For GL Account, enter a general ledger
account number: __________________________________

--For Special, the field defaults based on the type you select.

Credit

What do I want the credit entry to be?

Circle one of the following types: Default, Expense Code, GL Account, Special.

--For Default, no more setup is required. Default posting rules are used.

--For Expense Code, enter an expense code: ________________

--For GL Account, enter a general ledger
account number: __________________________________

--For Special, the field defaults based on the type you select.

See Also

Posting Rules Overview