> For the complete documentation index, see [llms.txt](https://docs.udara360.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.udara360.io/core-features/operations/business-automation/other-businesses.md).

# Other Businesses

The Other Businesses Automation page is designed to configure and manage the General Ledger (GL) accounts that the system will automatically use for repetitive banking transactions. This simplifies executing these transactions and reduces the risk of errors.

## Accessing Other Businesses

1. Log into the application using your credentials.
2. From the dashboard, navigate to **Operations** in the side menu.
3. Expand **Business Automation** and Select **Other Businesses** from the dropdown list.

<figure><img src="/files/8hshsAmoFpBu240SG4tn" alt=""><figcaption></figcaption></figure>

## Managing Other Business Automation

### Create New Automation

1. Click the "**Add**" button at the top of the page to open the "Create Other Business Automation" modal.
2. In the modal, select the appropriate Account Type (e.g., Direct Posting or General Reserve).
3. Choose the specific account for which you want to create the automation.
4. Click **Save** to confirm the creation of the new automation.

<figure><img src="/files/AwXIL1Cr2LjtxQNHLBqL" alt=""><figcaption></figcaption></figure>

## Modify Other Business Automation

To modify other business automation details:

1. In the **Actions** column, click the **three vertical dots** (**⋮**) next to what you wish to edit.
2. Select **Modify** from the dropdown menu.
3. Make the necessary updates to the Account Type and/or Account fields
4. Click **Update** to save and apply the changes.

<figure><img src="/files/Lu5VjLAphGCO1CneTv5R" alt=""><figcaption></figcaption></figure>

## **View Other Business Automation**

To view the details of an existing automation:

1. In the **Actions** column, click the **three vertical dots (⋮)** next to what you wish to view
2. Select **View** to see the full details

## Delete Other Business Automation

To delete other business automation:

1. In the **Actions** column, click the **three vertical dots** (**⋮**) next to what you wish to delete.
2. Select **Delete** from the dropdown menu.
3. Click **"Yes, I want to proceed"** to confirm and delete the automation, or **"No, thanks"** to cancel

## **Filtering the Records**

1. Click the **Filter** button at the top right of the page
2. Enter your preferred filter criteria
3. Click **Apply** to display the filtered results

> :pushpin:Click **Reset Filter** to clear all applied filters and return to the full list.