Smart Coding Rules
When the same kind of transaction comes back each month, the coding decision should not have to start from zero. BookFlo suggests rules and lets you create your own for the work you recognise.
- Get suggestions for repeatable coding
- Create custom rules for familiar transactions
- Apply rules across bills, receipts and bank feed pushes
Make recurring decisions reusable
The same supplier or expense type can appear across many bills and receipts. A coding rule gives you a way to carry a known decision forward rather than making it again on every entry.
Keep your own judgement in the system
Suggestions are a starting point, not a replacement for knowing your accounts. Create custom rules around the transactions that make sense for your business or clients, and review entries when the circumstances change.
Bring consistency to different inputs
Documents and bank transactions may enter BookFlo in different ways. Rules can support coding for bills, receipts and bank feed pushes so your approach stays more consistent across the work.