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Verify that the expected dimensions exist under Bookkeeping > Dimensions. If not, add an accounting integration to fetch the dimensions, or add these manually.
Find accounting rules under accounting > Rules. There are three type of rules under their own tab.
Merchant rules:
Open the Merchant Rules tab.
Click Create Rule.
Search for any available merchant, then choose the correct account and/or tax code. At least one tax code or account must be selected, or both.
[Optional] Add multiple rules by clicking Add.
Click Save.
6. To edit one or multiple rules, mark them and click Edit. Once updated, click Save.
7. To delete one or multiple rules, mark them and click Delete.
Category rules.
Go to the Category Rules tab.
To create, edit, or delete rules, repeat the same steps as under Merchant rules.
Custom Rules:
Go to the Custom Rules tab.
Choose a template or create your own.
3. Populate the details by adding When and Then sections.
4. To edit a rule, open it and click Edit. Update the details and click Save.
5. To disable a rule, open it and click Disable.
6. To delete a rule, open it and click Delete.
7. When multiple rules are created, prioritise the order to apply rules by clicking Set priorities.
8. Drag and drop them in preferred order and click Save.
How are accounting rules applied?
Accounting rules are always applied in order of:
Custom
Merchant
Category
If dimensions cannot be set by any rules, you may also be prompted with suggestions by the JUNI data model.
Note: The data model does not set the dimension. It is up to the user to confirm the suggestion.