Cashbook Transfer Rules

Cashbook Transfer Rules

Selecting Setup>Cashbook Transfer Rules navigates the user to the Cashbook Transfer Rules screen.

A rule can be added by selecting the Add button.

The user enters all the required details, incuding whether the rule should be active, to retain transaction details on transfer etc. Also, the account which to transfer to.

The user also specifies from which account(s) the transfer should take place. Selecting Cancel will return to the Cashbook Transfer Rules screen. Selecting Save will add the rule and direct the user back to the Cashbook Transfer Rules screen. The rule can be tested by selecting the Test button. It tests whether the boolean expression entered in the rule field is valid and working. A rule is edited by selecting the name of that rule.