Audience: Admins


Purpose


Default automation rules, set within fields, allows you to define the source for coding automations when managing a transaction. Setting this up drastically improves the user experience and ensures that the correct coding is applied to transactions. 



Overview


Available default sources

  • Budget - Applicable when users request a budget and complete the optional coding. We recommend this is set as source #1.


  • Expense Type - Applicable when a user selects an expense type, and is typically used to hard code the aligning Account/PL/Nominal code so that the selection is automated. For example, select "Accommodation" as an expense type and the "Hotel/Travel Account" code from the finance system is used. 


  • User - Driven from the user profile settings. This is used for coding which is driven by the employee, such as their default cost centre, department, or if they only work on a single client or project. 

Default coding source configuration suggestion based on popular segment types  



How to add a default source to a field

Setting a default automation rule within the field creation


Step 1: Open the relevant field and click Edit default automation rules




Step 2: Click the dropdown for the first source

Step 3: Select the default source which has the highest priority. (Budget, Expense type, User)

Step 4: If applicable select the second and third source

Step 5: Click Confirm





Next Steps: Now that we have covered segment dependencies, let's review Segment Code Owners.