Account Rules Automation
Automate the tagging of your transactions for gas fees, realised gains and losses, as well as rounding errors directly in your HQ Dashboard for easy reconciliation.
Last updated
Automate the tagging of your transactions for gas fees, realised gains and losses, as well as rounding errors directly in your HQ Dashboard for easy reconciliation.
Last updated
Account Rules Automation for popular transaction types
Navigate to your Chart of Accounts Page
Select the “Account Rules” button at the top right of the page
Navigate to the “Defaults” tab on your Account Rules page
Map your account for each transaction type
These transaction types will now be automatically mapped in your “Transactions” tab
Have dedicated wallets for different operations? Create custom mapping for individual wallets and assets in a few simple steps.
Select the “Account Rules” button at the top right of your Chart of Accounts page
Navigate to the “Wallets and Assets” tab on your Account Rules page
Under "Select Account", choose the specific Account you wish to map the chosen wallet to
To map transactions for only certain asset types in your wallet, select “Add Custom Mapping”
Choose the respective account and asset types, and select the “Confirm Selection” button
Transaction types made with these wallets and/or assets will not be automatically mapped in your “Transactions” tab
💡 HQ Tip: You can customise mapping for multiple assets, even if they are in the same wallet.
Making or receiving recurring token payments? Create custom mapping for your contacts in a few simple steps.
Select the “Account Rules” button at the top right of your Chart of Accounts page
Navigate to the “Contacts” tab on your Account Rules page
If you have yet to import a contact, select “add a contact”
Map accounts for both incoming and outgoing transactions to specific contacts
These transaction types will now be automatically mapped in your “Transactions” tab