Step 1: Go to the Accounting Module
From the left side panel, select Accounting.
Step 2: Open Transactions
Under the Accounting menu, click Transactions.
Step 3: Access Bank Rules
Click on Bank Rules to view all existing rules.
Step 4: Add a New Rule
Click Add New Rule to create a new bank rule.
Step 5: Input Bank Rule Details
Fill out the required information such as:
Rule name or condition
Description or criteria
Linked account or category for automatic assignment
Step 6: Save the Rule
After entering the details, click Save to apply your new bank rule.
✅ You’ve successfully added a new Bank Rule in DizLog Accounting.
Your transactions will now automatically follow the rule you created — saving you time during reconciliation.