Rules Feature
Using rules for efficient coding
Rules is here to make the carbon bookkeeping process more efficient.
With rules you can…
- Go Granular: Sumday gives you the ability to go granular when it comes to coding transactions. Enjoy control over how things are done (there’s no black box here).
- Efficiency at Its Best: Set and forget! Set Rules for coding transactions however you see fit, streamlining your process and ensuring consistency.
- Simplified Reporting: Move towards monthly or quarterly reporting knowing transactions will be coded according to your rules.
Key Steps
- Click on "Rules."
- Click "Create New Rule."
- Name your rule with a reference that makes sense to you.
- Choose if all conditions should match or if any conditions should match.
- Decide on the conditions (e.g., Supplier, GL Account).
- Set conditions such as “if ‘Supplier’ equals ‘Car-Dashians’ the reconile to Scope 2 emissions”, or “transactions within x GL account goes to x emission source”.
- Create the Rule
- Jump back into the Carbon Ledger and you’ll see transactions that match your rule
- You can then filter to search for the rule, check all entries should go to the rule, and then reconcile it.
Watch this short clip to step through the process
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Last updated on September 4, 2024