Follow these steps to automate your bookkeeping with TRES mapping rules:
Access the Rules Section
Go to Integrations in the left-hand sidebar.
Click on View Configuration under your Xero account.
Then, press Add Default and Custom Rules.
Set the Rules
Click Rules > Custom Rules, then click Add Rule.
Configure the following fields:
In the first field, enter a name for the rule.
Select a condition ("When"): Choose an item from the Category, Value, or Condition lists.
Select a sync rule for when the condition occurs: From the Asset, Income, or other relevant lists, select an item.
Add additional rules as needed.
Click Save.
The following example shows how to configure the P&L account for all salary sub-transactions when David, an employee of the example account, receives his salary.
