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. 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.
Go to the Rules tab
Select the Merchant rules tab
Choose a supplier from the list of common suppliers, or search for another one
Define bookkeeping details: Select the values to be linked to the supplier. You can choose between account code, VAT code, project, cost center, and your own custom dimensions
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
Define bookkeeping details: Select the account code, VAT code, project, cost center, or custom dimension to 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. You can select Account, VAT code, Project, Cost center, and any of your other custom dimensions
Give the rule a suitable name and click Create rule
Frequently Asked Questions
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.