Overview
Automating your accounting in Juni is an effective way to save time and reduce manual work. With accounting rules, you ensure that your transactions are automatically matched with the correct bookkeeping values. This article explains how to create, manage, and get the most out of your accounting rules in Juni.
How to create rules
You can create different types of rules under the tab Accounting > Rules. Remember that a rule only applies to transactions that occur after it has been created, not retroactively. There are three types of rules you can use to automate your accounting:
Merchant rules
Category rules
Custom rules
Merchant rules
Merchant rules are perfect for automating accounting for your most frequent suppliers. When you create a merchant rule, you simply select which account code and VAT code should be linked to transactions for that specific supplier.
Go to the Rules tab
Select the Merchant rules tab
Choose a supplier from the list of common suppliers, or search for another one
Select the account code and VAT code to be linked to that supplier.
Click Save to activate the rule
Category rules
Category rules function just like merchant rules but are based on Juni's 16 fixed categories, such as Media or Food & Drink. These categories are predetermined and cannot be changed or added to.
Go to the Rules tab
Select the Category rules tab
Choose one of the 16 fixed categories.
Select which account code and VAT code should be linked to the selected category
Click Save
Custom rules
Custom rules give you great flexibility to tailor your accounting rules. For example, you can use them to add a cost center or project to a merchant rule.
Go to the Rules tab
Select the Custom rules tab
Click on Build your own rule
Choose the conditions you want to base the rule on (e.g. Merchant's name or Description). You can also combine multiple conditions with and or or
Choose the values you want to assign (e.g. Account, VAT code, or Cost center)
Give the rule a suitable name and click Create rule
Frequently Asked Questions
I've created a rule, but it doesn't seem to be working. What's wrong?
I've created a rule, but it doesn't seem to be working. What's wrong?
There could be several reasons for this. First, check that the rule you have created is configured correctly. Also, remember that a rule does not apply retroactively , which means that transactions created before the rule must be handled manually. You can handle each transaction individually or in bulk
Can a transaction have multiple account codes and VAT codes?
Can a transaction have multiple account codes and VAT codes?
Currently, we only support one account code and one VAT code for all transactions. If a transaction requires multiple lines, you will need to make adjustments in Fortnox in addition to the values you choose in Juni.