2
guides
Rules
Browse all Farin help guides tagged with Rules, including setup steps, screenshots, and workflow help.
All tagged articles
Accounting controls 4 min read
Create bank feed rules for auto-match
Use bank-feed rules to reduce repeat matching work, but start with narrow patterns you can trust.
bank-feedsrulesauto-matchaccounting
Integrations and automation 4 min read
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.
automationrulesdocumentsposting