Firm account rules
A firm rule says which account your firm usually books a supplier’s invoices to, for example Telekom to 4120. Once you enable it, VegaERP suggests it on that supplier’s invoices to every active client of your firm, including a new client with no rules of its own yet.
A firm rule is only a suggestion and is never applied automatically. A client’s own rules always take precedence, and a client whose chart of accounts lacks the account gets no suggestion. Only firm admins can change rules.
Open the Firm rules page
In the firm sidebar choose Firm rules. Your firm’s rules are listed at the top; below them is an overview of how your active clients book each supplier today.
Adopt a standard from the overview, or add a rule
- In the overview, find a supplier several clients book. The Inconsistent label means the clients use different accounts.
- Next to the account that should become the standard, click Adopt as standard. The rule is created enabled.
- You can also add a rule by hand: click New rule, enter the supplier’s tax number, the account and its name, choose a category and click Save. With Enable now left on, the rule applies straight away.
Enable or disable a rule
The Enabled switch next to a rule decides whether it applies to clients. A disabled rule stays on the list but suggests nothing.
How you know it worked
- On a client’s supplier invoice, the line shows a suggestion explained as your firm’s rule.
- On the client’s Categorization Rules page the rule appears with the Firm rule label.
- When an accountant confirms or corrects the suggestion, the client gets its own rule.
Common issues
- The client gets no suggestion. Check that the account exists in the client’s chart of accounts and is active and postable; a client served by two firms at once gets no firm rules.
- The New rule button is disabled. Only a firm admin can change rules.