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  1. From the Navigation panel
  2. Click on "Administration"
  3. Click on "Interface Rules"

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  4. The Interface Rules browse window opens

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  5. The left hand side shows the Transaction Types and their fields
  6. The right hand sideshows the:
    1. Transaction Type - the Code and the Name of the Transaction Type
    2. Field - select from the drop down box the type of field it is
    3. Debit/Credit - select from the drop down box if the field is a Debit or a Credit
    4. Narrative - this is any further information on the Transaction type Interface Rule
    5. Tab Account
      1. 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.
      2. Category Account - select from the drop down box if there is a Category Account for this Interface Rule
      3. Specified Account - select from the drop down box the specified account
      4. Specified Account Site - select from the drop down box the specified account site
  7. If you make any changes, use the button Save to save those changes.

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  1. You can Create a New Interface Rule by left clicking on the button New (top right hand corner)
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  2. Interface Rule window opens

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  3. The left hand side shows the Transaction Types and their fields
  4. The right hand side shows the:
    1. Transaction Type - the Code and the Name of the Transaction Type
    2. Field - select from the drop down box the type of field it is
    3. Debit/Credit - select from the drop down box if the field is a Debit or a Credit
    4. Narrative - this is any further information on the Transaction type Interface Rule
    5. Tab Account
      1. 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.
      2. Category Account - select from the drop down box if there is a Category Account for this Interface Rule
      3. Specified Account - select from the drop down box the specified account\
      4. Specified Account Site - select from the drop down box the specified account site
  5. Click on button Save and Close to save this new Interface Rule.

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