Unlocking the potential of seamless integration with AppFolio, our latest feature empowers Property Managers with unparalleled control over their financial operations. Introducing the ability to craft multiple General Ledger (GL) rules, tailored to your specific criteria. These rules serve as the blueprint for how invoices synchronize with AppFolio, offering a granular approach to billing accuracy. By setting conditions that align with your business needs, you gain precision in financial transactions within AppFolio, ensuring streamlined and error-free accounting processes.
How to Set Your GL Rules
Step 1:
Click Company Name, and then click Integration Settings.
Step 2:
Click appfolio card to open.
Step 3:
Click GL Rules.
Step 4:
Click Add Rule.
NOTE: These are the rules that will set GL accounts for exported items to AppFolio.
Drag and drop to reorder rules. Rules are checked in order from top to bottom and will stop checking once the first rule is met.
Drag and drop to reorder rules. Rules are checked in order from top to bottom and will stop checking once the first rule is met.
*If the 'Default GL Account' is set under the AppFolio Vendor profile than we will not override this account with our rules.
Step 5:
Name your GL Rule.
Step 6:
Select your Condition.
NOTE: Other available conditions are Line Item Type and Meld Work Category. For this article, Assigned Vendor was selected.
Step 6:
Select your Operator, your Assigned Vendor, and the applicable GL Account.
Step 7:
After setting your GL Rule criteria, click Create.