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Integrations and automation

Create automation rules for repeat document posting

Use automation rules when the same document pattern keeps showing up and the posting logic should not be rebuilt by hand every time.

4 min read Updated Bookkeepers creating automation rules

Start with one stable vendor or document pattern in Automation Rules.

Follow accounting document automation setup first if your queue is not ready, and use document review when a rule keeps causing exceptions.

Quick facts

Start here

  • Bad rules create repeat bad postings, so start narrow.
  • Stable vendor and account data make rule quality much higher.
  • Review rule behavior after the first few automated uses.

Step 1: Build a narrow rule first

  • Target one repeat pattern that you understand well.
  • Avoid broad rules that could catch too many document types too early.
Build one narrow rule first so you can understand exactly what it should catch and how it should post.

Step 2: Monitor the first uses closely

  • Check whether the rule is firing on the right records.
  • If it is too broad, tighten it before you trust it on a larger volume.
Watch the first few rule runs closely so a broad match does not create a larger cleanup problem.

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