🔐 To access any feature in Accounting you'll need Circus Admin, Admin or Manager access. Learn more about Managing Permissions. This feature is accessible on all 🖥️ desktop devices and only included in 💳 Bravo and Charlie subscription plans.
Overview
There's a lot happening on any given production, so it's imperative accountants have the automation tools to replace those repetitive tasks such as coding. Our rules engine lets accountants automatically assign expenses to the right accounts. While we continuously add new rules, here are the ones currently available:
Default account code for GST or HST costs
Default account code for buyouts and use fee costs
Default account code for bank account costs
Default account code for Circus AP processing fees
Default account code for Circus payroll processing fees
Accessing Rules
To access and edit the rules, click the accounting icon in the left-hand navigation of the production dashboard. In the accounting menu, select 'Globals', then 'Rules.'
Next to each rule, click the dropdown to choose the appropriate allocation for the expense. Any changes will be saved automatically.
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