This menu enables you to set rules to match transaction codes with budgetary codes, helping you create forecast transactions quicker (Cash forecasting > Transactions > Add new forecast transactions). By default, Iziago offers a list of rules that you can edit according to your company's organization.

Creating a matching rule

1. Select Settings > Treasury codification > Matching rules.
2. Click on New rule. The Add new matching rule window is displayed.
   
3. In the Description field, enter the name of the rule.
4. Select the direction of the transaction: Debit or Credit.
5. Select a transaction code.
6. Select a budgetary code to match with the transaction code.
7. Click on Save. Your rule is now created. When creating a forecast transaction, Iziago will automatically select the budgetary code that matches the selected transaction code.

Editing a matching rule

1. Select Settings > Treasury codification > Matching rules.
2. You can modify the desired information directly in the table.
   The changes are automatically saved.

Deleting a matching rule

You can delete as many rules as required, but note that this action is irreversible.

1. Select Settings > Treasury codification > Matching rules.
2. In the Actions column, click on on the line of the rule to be deleted.
3. In the pop-up message, click on Delete.