Automation workflows in COUNT can save you valuable time by auto-categorizing similar transactions. With automation rules, you can ensure that COUNT handles transactions consistently based on patterns you define. There are two main ways to create these automation rules:
Method 1: Create Rules on the Fly
Every time you categorize or update a transaction, COUNT pops up a message offering the option to create an automation rule based on the transaction description. Here’s how:
Categorize or Update a Transaction:
When you categorize or update a transaction, a pop-up message will appear.
Create an Automation Rule:
The message will prompt you to create an automation rule based on the transaction description.
Apply to All Past Transactions:
To apply this rule to all prior transactions, click on the "Apply to all past transactions" checkbox.
Method 2: Create Rules via the Automation Tab
You can also create and manage rules directly from the automation tab. Follow these steps:
Navigate to the Automation Tab:
On the left-side menu, click Manage > Automations.
Add a Rule:
Click on Add an Automation to go to the rule creation screen.
Set Triggers, Conditions, and Actions:
Triggers: Define what will trigger the rule (e.g., a new transaction).
Conditions: Set conditions based on transaction details such as Description, Vendor, Customer, or Amount.
Actions: Specify what action COUNT should take when the conditions are met (e.g., categorize the transaction).
Managing Automation Rules
Once you have created automation rules, you can manage them as follows:
Mark Active/Inactive:
Toggle rules between active and inactive to control when they are applied.
Edit Rules:
Edit existing rules to update their triggers, conditions, or actions.
After editing, you can apply the changes to past transactions as well.
Delete Rules:
Remove rules that are no longer needed.
Tips for Effective Automation
Be Specific with Conditions: Use detailed conditions to ensure that only the right transactions are auto-categorized.
Review Regularly: Periodically review your rules to ensure they are still relevant and accurate.
Test Rules: Test new rules on a few transactions to verify they work as expected before applying them broadly.
Automation workflows in COUNT are designed to streamline your accounting processes and reduce manual effort. By setting up and managing rules effectively, you can maintain consistent and accurate categorization of your transactions with ease.