This video explains how transaction rules help automate accounting work in Float. You’ll see how to set up rules that apply consistent coding to transactions as they happen.
Transaction rules help speed up month-end by automatically applying coding to transactions. By assigning default details like GL codes, vendors, or tax codes to a merchant, those fields are applied every time a new transaction occurs.
You can review, edit, or update transaction rules at any time, making it easier to maintain accurate and consistent records while reducing manual work for finance teams and spenders.
For more details, see: What Are Transaction Rules & How Can They Be Set Up?