Transaction Rules in ManageCasa

The Rules feature in ManageCasa helps automate your transaction management by automatically categorizing and processing transactions based on conditions you define. This reduces manual work, improves accuracy, and keeps your financial records organized.
 

Accessing the page

• Go to Left side Panel >> Look for Accounting >> Click Transactions >> Rules

The Rules tab serves as your central hub for automation. It allows you to create rules that apply to transactions imported through the Bank Transactions tab, whether they are manually uploaded or automatically synced.

How rules work
Rules allow you to automatically categorize transactions based on specific conditions.

You can define conditions such as:

• Transaction type such as income or expense
• Description
• Amount

When a transaction meets these conditions, ManageCasa will automatically apply the defined action.

Auto approve option
You can enable the auto approve option when creating a rule.

This allows transactions to skip the For Review tab and be categorized instantly, helping you save time and streamline your workflow.

Managing rules
You can control your rules by toggling them on or off at any time.

This allows you to pause or resume automation as needed without deleting the rule.

Note: Rules cannot be edited once created. If changes are needed, you will need to delete the rule and create a new one.

Creating a rule
To create a rule:

• Click Create Rule
• Enter a rule name
• Select a bank account or leave it blank to apply to all accounts
• Enable auto approve if needed
• Define the conditions such as type, description, or amount
• Choose the action such as add, ignore, or match the transaction
• Assign details like account, vendor or resident, property, and payment type
• Click Confirm to save the rule

Once created, the rule will automatically apply to future transactions that meet the defined conditions.

The Rules feature helps automate repetitive transaction tasks by automatically categorizing and processing entries based on conditions you define. This improves consistency across your records, reduces manual effort, and allows you to manage your transactions more efficiently while maintaining accurate and organized financial data.

Need Help?

If you have any questions or need further assistance, feel free to reach out to the ManageCasa Support Team or visit our Help Center for more guides and troubleshooting steps. We’re always here to help!