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
Log into the application using your credentials.
From the dashboard, navigate to Operations in the side menu.
Expand Business Automation and Select Other Businesses from the dropdown list.
Managing Other Business Automation
Create New Automation
Click the "Add" button at the top of the page to open the "Create Other Business Automation" modal
In the modal, select the appropriate Account Type (e.g. Direct Posting or General Reserve)
Choose the specific account for which you want to create the automation
Click Save
Click the "Yes, I want to proceed" button to confirm and create the automation, or "No, thanks" to cancel
Modify Other Business Automation
To Modify Other Business Automation:
In the Actions column, click the three vertical dots (⋮) next to what you wish to edit
Select Modify from the dropdown menu
Make the necessary updates to the Account Type and/or Account fields
Click Save
Click the "Yes, I want to proceed" button to confirm and apply the changes, or "No, thanks" to cancel
View Other Business Automation
To view the details of an existing automation:
In the Actions column, click the three vertical dots (⋮) next to what you wish to view
Select View to see the full details
Delete Other Business Automation
To delete other business automation:
In the Actions column, click the three vertical dots (⋮) next to what you wish to delete.
Select Delete from the dropdown menu.
Click "Yes, I want to proceed" to confirm and delete the automation, or "No, thanks" to cancel
Filtering the Records
Click the Filter button at the top right of the page
Enter your preferred filter criteria
Click Apply to display the filtered results
📌Click Reset Filter to clear all applied filters and return to the full list.
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