Interface Rules

Overview

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. Override Site - usually this field is left blank unless you are multi site and wish to dissect a specific transaction type against another gl account for another site and not the site that the transaction was created at.
   6. 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

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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. Override Site - usually left blank unless you are multi site and wish to dissect a specific transaction against another gl account for another site and not the site that the transaction was created.
   6. 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.