In Haibooks, Rules are a basic algorithm that allows you create transactions, bills and invoices automatically by searching for amounts descriptions or payees,
How to view list of Rules ?
First you must click on Banking from the side bar menu to access the page.
You can access your list of Rules by selecting the Rules tab.
You can also access your Rules, by clicking on Reconcile Transactions and then on Manage Account and List of Rules.
When you are in the Rules tab, you can drag your rules to change the order.
How to delete a Rule ?
When you are in the Rules tab you can delete a Rule either by clicking on the button with three dots of the rule you want to delete and clicking on Delete.
Or you can tick on the tickbox of all the rules you want to delete and then click on Delete.
How to add a new Rule ?
You can add a new Rule either by clicking on Add Rule in the Rules tab.
Or by clicking on Reconcile Transactions and then on Manage Account and Add Rule.
Enter the name of the Rule.
Select if the rule applies when the Transaction is paid in or paid out.
Select the bank account it applies for.
Select if you are talking about Description, Amount or Payee.
For a Description or a Payee indicate if it exactly or partially contains.
For an Amount indicate the condition and the amount.
You can have as much as three conditions, by clicking on Add Conditions.
Tick the Add Automatically tickbox if you want the rule to apply automatically.
If you select Create an Invoice then you will have to choose the contact.
If you select Create a Transaction then you will have to select an Account, the VAT Rate and Percentage.
Click on Save Rule when finished.