Help · Bank statements & reconciliation
How to set bank rules
New in v0.20: rules categorise recurring lines — bank charges, rent, card settlements — by narration, party, amount and direction; post to an account or split by percentage, with optional auto-accept.
Who can do this: Admins and Accountants. Viewers can open it but not change anything.
Steps
Step by step
- Banking → Rules.
- Describe the line: narration contains, party, amount range and in / out.
- Choose the account to post to, or a percentage split.
- Tick auto-accept only for lines you are sure about.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
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