Using Rules to Code Transactions
Using rules for efficient coding
Rules can simplify your carbon bookkeeping by making transaction coding faster, more accurate, and customizable.
With Rules, You Can…
- Get Granular Control: Sumday lets you code transactions down to the finest details, giving you complete visibility and control—no black box here.
- Maximize Efficiency: Set and forget! Establish rules for transaction coding to streamline workflows and ensure consistency across your data.
- Simplify Reporting: Move toward monthly or quarterly reporting, confident that transactions are coded accurately according to your rules.
How to Create and Apply Rules
- Go to "Rules" in the menu.
- Select "Create New Rule."
- Name Your Rule in a way that’s easy to identify later.
- Choose whether all conditions or any condition should apply.
- Set Conditions (e.g., Supplier, GL Account) that transactions must meet.
- Specify actions, like “if Supplier is ‘Car-Dashians’, assign to Scope 2 emissions” or “all transactions in X GL Account go to X emission source.”
- Click Create Rule to finalize it.
- Head back to the Carbon Ledger—you’ll see transactions that match your rule.
- Filter by the Rule to review all matching entries, confirm they meet your criteria, and then reconcile them in one step.
Watch this short clip to step through the process
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Last updated on November 5, 2024