Add / Amend Auto Post Transaction

• Navigate to -> Menu Category.
• Select Accounting menu category.
• Navigate to Finance -> Transaction Rules.
• Click on -> Create button
• On click of create button, redirect to create page of Auto Post Transaction.
• Add Name.
• Select Transaction Entity.
• Set Mark Final On Voucher Creation.
• Set Owner as a company name same as open in tally.
• Click on -> Save button.

To set the criteria follow the steps given below:

• Navigate to -> Criteria Field Grid.
• Click on -> Create button.
• Select Criteria Field.
• Select Criteria Lookup Value.
• OR, Set Criteria Option Value.
• Click on -> Save and Close button.

To set the Credit Information follow the steps given below:

• Navigate to -> Credit Information Grid.
• Click on -> Create button.
• Select Ledger.
• Select Value Field.
• Click on -> Save and Close button.

To set the Debit Information follow the steps given below:

• Navigate to -> Debit Information Grid.
• Click on -> Create button.
• Select Ledger.
• Select Field Value.
• Click on ->  Save and Close button.