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Configuring the accounting step rule

Updated on January 18, 2022

Accounting step rules share the same class structure, including the key. The key consists of the class of the case for which the accounting is being processed, the accounting action, and a step descriptor or type.

When deploying accounting functions, you need to analyze and update a number of data elements in the Accounting Step rules. To modify a step rule, first save it in your ruleset; then update it. The updates typically include one or all of the following tasks:

  • Adding verification to a step.
  • Updating the payment type.
  • Changing default account information to use different party roles and amount properties.
  • Referencing different internal accounts listed in your Chart of Accounts.

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