- From the Navigation panel
- Click on "Administration"
...
- Click on "Interface Rules"
...
- The Interface Rules browse window opens
- The left hand side shows the Transaction Types and their fields
- The right hand side shows the:
- Transaction Type - the Code and the Name of the Transaction Type
- Field - select from the drop down box the type of field it is
- Debit/Credit - select from the drop down box if the field is a Debit or a Credit
- Narrative - this is any further information on the Transaction type Interface Rule
- Tab Account
- Turn the relevant flag/s on by left clicking on them to select which ones apply. Leave the flags off for any that don't apply to this rule.
- Category Account - select from the drop down box if there is a Category Account for this Interface Rule
- Specified Account - select from the drop down box the specified account
- Specified Account Site - select from the drop down box the specified account site
- You can create a New Interface Rule by using the button New (top right hand corner)
