You can find all posting rules under "Settings → Posting rules". There you will find both all the rules you created yourself and those that Kontera creates automatically for you.

By default, Kontera creates posting rules based on contacts. When you assign accounts for an invoice from a specific contact, Kontera checks whether a corresponding posting rule already exists for this contact. If not, Kontera creates a new rule for you according to the account assignment used in the document. If yes, Kontera automatically keeps your rule up to date.

When you process open invoices and accounts payable in Kontera, you can benefit from the following advantages thanks to Kontera:

• Under "Settings → Posting rules" you will find the posting rules stored in Kontera for your contacts. These rules build up automatically while using Kontera.
• Do not worry, the existing system serves as a basis, only the transition takes place step by step. You therefore continue to benefit from suggestions based on your previous work.
• If desired, you can now also make fine-grained changes to the posting rules and thus intervene manually.
• Automatically created rules are kept up to date by Kontera (as long as you do not manually overwrite them)

Of course, Kontera can also be used perfectly without manual intervention in the posting rules.

No problem. You can either:

• Edit the posting rule responsible for this contact
• Create a new posting rule for a specific contact

Instructions on how to create a rule for posting a transaction with a document can be found in the following article.

Instructions on how to create a rule for posting a transaction with a document can be found in the following article.

Instructions on how to create a rule for posting a transaction without a document can be found in the following article.

You can also search for contacts in your posting rules.

If you want to create a specific posting rule, open your posting rules and click on "Create posting rule".

You can now define the criteria for when this rule should apply:

• For rules that should provide account assignment suggestions for documents, always select "Recognized contact"
• You can make the rule more specific by, for example, adding an additional criterion. For example, if you always receive two types of invoices from the same supplier (with high and low amounts), you can design the rules accordingly.

Then, in the "Posting instructions" section, you can decide what suggestion Kontera should make for the matching documents:

• "Tax rate extracted from document" determines that this instruction applies to line items for which a specific tax rate has been identified. In the case of foreign invoices without VAT, this can also be 0%, for example.
• "Account" determines your desired accounting account to which the line item should be posted.
• "Tax rate" determines the selected tax rate for the line item. The rate can also deviate from the "Tax rate extracted from document".

In the "Additional settings" you can also specify whether the document should be automatically posted when a matching transaction is found.