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  1. From the Navigation panel
  2. Click on "Administration"

  3. Click on "Interface Rules"

     Show me

  4. The Interface Rules browse window opens

     Show me

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

  2. Interface Rule window opens

     Show me

  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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