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Feature Details

Module: General ledger
First Available In 10.0.42
Find out more at https://go.microsoft.com/fwlink/?linkid=2260459
Lifecycle State: Preview
Can Be Disabled: Yes

Content Author Info

Created By Nathan Clouse
Created On 2025-02-04
Updated By Nathan Clouse
Update On 2025-02-04

This feature allows the definition of rules for various transactions to automatically set the default value of Financial tags. The flexibility of this functionality also extends to copying existing rules across different but compatible transaction types, and even between legal entities. This streamlines the process, ensuring consistency and efficiency in transaction tagging, which is essential for accurate financial tracking and reporting.