Xangle ERP User Guide
  • Introduction
    • Overview
  • SET UP
    • Sign Up
    • Settings
      • Project Settings
      • Member Settings
      • My Profile Settings
    • Wallets
    • Assets
  • Finance
    • Finance Wallets
    • Transactions
    • TX Settings
      • Chart of Accounts
      • TX Rule Settings
      • Address Book
    • Report
      • Income Statement
      • Gain & Loss
      • Report List
    • Appendix: Virtual Asset Accounting Supervision Guidelines
  • Tokenomics
    • Tokenomics Wallets
      • a. Selecting Tokens
      • b. Categorizing Wallets
      • c. Modifying Circulating Status
    • Circulating Supply
      • a. Registering Unlock Schedules
        • Categorized Unlock Schedule
        • Total Unlock Schedule
      • b. Browsing Unlock Schedules
      • c. Tokenomics Publishing
        • Submit Tokenomics
        • Checking Tokenomics on the Xangle Portal
    • Appendix: Circulating Supply Methodology
      • Overview on Circulating Supply
      • Terminology
        • Non-circulating Supply
        • Data Types
      • Methodology
  • Performance analytics
    • Xangle Provided
      • Add Data
      • Dashboard Settings
    • Team/Private Dashboard
      • Create a Dashboard
      • Dashboard Settings
      • Add Existing Chart
      • Create New Chart
  • APPENDIX
    • Data Source
    • FAQ
      • Account
      • Web3 Finance
      • Tokenomics
      • Performance Analytics
      • Data
      • Roadmap
    • Inquiry
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  • Overview
  • Add Transaction Rule
  1. Finance
  2. TX Settings

TX Rule Settings

Manage rules that auto-assign debit and credit accounts to transactions.

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Last updated 1 year ago

Overview

TX Rule Settings is under TX Setting.

  1. You can see the list of transaction rules by chain.

  2. Add new transaction rules.

  3. Search your wallet.

  4. See detailed information for each transaction rule.

  5. Modify or delete transaction rules.

If you add, modify, or delete transaction rules, the automatic assignment of accounts to transactions affected by those rules will be retroactively applied to all relevant transactions.

Add Transaction Rule

  1. Click Add New.

  1. Set up the transaction rule.

    1. Select transaction type (In/Out).

    2. Select chain.

    3. Select the wallet that sends the asset. Checking All can include all random wallets.

    4. Select the wallet the receives the asset.

    5. Select asset.

    6. Assign debit account.

    7. Assign credit account.

  1. Enter the information and click Validate to validate the transaction rule.

Refer to the table below for possible causes of failed validation.

Error message
Description

Already registered

In case you assign new account for duplicated chain, wallets, and asset

  1. Click Confirm to complete the addition process.