This menu enables you to set rules to match transaction codes with budgetary codes, helping you create forecast transactions quicker (
Cash forecasting > Transactions > Add new forecast transactions). By default, Iziago offers a list of rules that you can edit according to your company's organization. Creating a matching rule
Settings > Treasury codification > Matching rules. Click on
New rule. The Add new matching rule window is displayed.
Description field, enter the name of the rule. Select the direction of the transaction: Debit or Credit.
Select a transaction code.
Select a budgetary code to match with the transaction code.
Save. Your rule is now created. When creating a forecast transaction, Iziago will automatically select the budgetary code that matches the selected transaction code. Edit
ing a matching rule
Settings > Treasury codification > Matching rules. You can modify the desired information directly in the table.
The changes are automatically saved. Deleting a matching rule
You can delete as many rules as required, but note that this action is irreversible.
Settings > Treasury codification > Matching rules. In the
Actions column, click on on the line of the rule to be deleted. In the pop-up message, click on