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--- en:valjavotte_reeglid [2024/05/29 12:03] – created vilja
+++ en:valjavotte_reeglid [2024/05/29 12:03] (current) – vilja
@@ Line 1: / Line 1: @@
-===== 5. Automatic posting rules =====
+===== Automatic posting rules =====
 By setting the rules of the statement, the information of the statement lines can be automatically filled. This option is most often used to describe bank transactions that are recorded as a financial transaction, such as service fees, interest, loan payments, etc.
-==== 5.1. Adding a new rule ====
+==== Adding a new rule ====
 It is easiest to start creating a new rule from the statement document. The corresponding rule code can be seen on all lines to which a rule has been applied, and the rule can be opened by clicking on it. All lines in the statement that have not been applied to any known rule have an **ADD** link. Example: one row already has a rule applied (EU2_TT) and other rows that do not match any known rule have the link ADD.
@@ Line 35: / Line 35: @@
   - an attempt is made to find a customer in the customer register whose register number matches the counterparty`s register number on the statement line.
-==== 5.2. Rule management ====
+==== Rule management ====
 The register of the configured bank statement rules can be found in the Finance settings option Bank statement rules. Rules can be changed and deleted here.
 {{:et:triinp20230321-105430.png}}
-==== 5.3. Application of the rules ====
+==== Application of the rules ====
   * The rules apply immediately after the statement is imported (both from the file and from the bank [[et:fin_valjavote#automaatne_import|automaatselt importides]]), but also after saving each statement (which is helpful for creating new rules and testing them).