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.

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