Setting up “Rules” can help you automate your pre-accounting (preparatory accounting) and save time. Juni will automatically assign dimensions to transactions based on the rules that you assign, so you don’t need to pre-account these every month. With Juni, you can assign rules for properties including:
Card name
Account Name
Merchant Name
Merchant Description
To set up rules:
Log in to Juni.
In the main menu, go to Bookkeeping > Rules
Select one of the default templates provided by Juni or Build your own
After choosing the template, populate the details of the rule by adding details to the “When” and “then” section of rule:
Note: If the dropdown is empty, you need to first create your dimensions by heading to Bookkeeping—> Dimensions
Edit, pause or delete rules at your convenience by clicking on the rule
You can also prioritise the rules by clicking on set priority and dragging and dropping the rules in your preferred order
