Add Rules

Steps to Add a GL Rule

1. Open Settings Manager
   From the top of your ExpensePoint screen, click the Settings Manager module.
   
2. Access Add GL Rule
   Select Add GL Rule from the left-side navigation menu.
   
   
   
3. GL Rule Editor Window
   This will open the GL Rule Editor window.
   
4. Enter New Rule Details
   Enter the following details:
   1. GL Rule Title: Name the rule you are creating.
   2. Primary and Secondary Codes: Both fields are mandatory. These define the segments the rule applies to. The Primary Code must be above the Secondary Code.
      1. For example, if your GL Segments are ordered as Company, Department, then Account, you can set the rule from Company to Department or Account, but not from Account to Company or Department.
   3. GL Codes: Add the specific GL Codes the rule will apply to. Use the Search Primary and Search Secondary Codes fields to find codes if your list is extensive.
5. Once all necessary information is entered, click OK to save the rule.

The new GL Rule will then appear in the General Ledger Rule List within the GL Rules workspace.