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New launch | Accounting, Budgets

May 2023

Streamlined accounting rules

Reduce the time your accounting team spends on manual classification with new rules and field mapping capabilities, including:

  • If/then logic in accounting fields so that a change in one field will trigger an appropriate change in a related field.
  • Rules that nest down for budgets, e.g., you can apply a rule to a higher-level parent budget and it will apply to all its child parent rules.

Learn more about creating custom rules in this help article.

PL_Accounting Rules