TRES simplifies your bookkeeping by offering the ability to set mapping rules. This feature allows you to easily categorize ledger entries into your accounts, streamlining your daily tasks and saving time for your team.
Mapping rules are based on one or more conditions. When these conditions are met, the entry is automatically mapped to the appropriate account.
Custom mapping rules in TRES consist of two main components:
the "When", which defines the condition that must be met, and the "Then", which specifies where the transaction will be mapped.
For example, you can set a rule like this: "When the asset is USDC, then the transaction must be synced into my USDC asset account."
The "When" component is set using the following variables:
Wallet: A list of all your wallets.
Asset: A list of all your assets.
Contact: The contacts in your address book.
Network: Your networks, helping to distinguish between the same EVM wallet across different networks.
Transaction tag: All the tags associated with your transactions.
Action: All the actions performed within your transactions.
Contract: All the contracts that your transactions interacted with.
You can select specific items from each list and apply as many multiple conditions as needed within a rule.
In the "Then" component, you define the chart of accounts classification for the rule. You can either specify a single chart of account or configure multiple types. If no specific chart of account is configured, the default account will be used.
Learn how to set a mapping rule at TRES