Rules Overview

The Rules module allows you to automate financial operations based on predefined conditions, reducing the need for manual intervention.

A rule can be triggered in two ways:

• Incoming: When a payment is received into an account.
• Outgoing: On a scheduled basis (e.g. daily, weekly, or monthly).

Using rules, you can:

• Move funds between accounts or to external destinations.
• Distribute payments using fixed amounts, percentages, or both.
• Automate routine tasks, like sweeping balances or setting aside VAT.