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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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Manage transaction classification rules for automatic categorization of bank transactions at the in-app route /fa/banking/rules.

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Overview

This screen renders TransactionRulesPage, which provides the interface for managing transaction classification rules in the Finance & Revenue banking module. Rules are used to automatically categorize bank transactions. The route requires the fa.transaction-rules.view permission.

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Who it’s for

Required permission: fa.transaction-rules.view (enforced at the route via RequirePermission).

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Before you start

  • Bank accounts must be connected or configured.
  • Chart of accounts must be set up to serve as rule targets.

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Steps

1

Navigate to Banking Rules

Go to /fa/banking/rules via Finance & Revenue Banking section.
2

Review existing rules

The TransactionRulesPage lists current transaction classification rules.
3

Add or edit rules

Use the page controls to create new rules or modify existing ones.

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Key concepts

  • Transaction classification rules — patterns used to auto-categorize bank transaction imports
  • fa.transaction-rules.view — required permission

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/TransactionRulesPage.tsx