{"id":7025,"date":"2024-09-09T16:22:57","date_gmt":"2024-09-09T14:22:57","guid":{"rendered":"https:\/\/www.rentila.com\/support\/?p=7025"},"modified":"2025-11-18T20:48:43","modified_gmt":"2025-11-18T19:48:43","slug":"creer-modifier-ou-supprimer-une-regle","status":"publish","type":"post","link":"https:\/\/www.rentila.com\/support\/archives\/7025","title":{"rendered":"Cr\u00e9er, modifier ou supprimer une r\u00e8gle d\u2019automatisation"},"content":{"rendered":"<h3>Cr\u00e9er une r\u00e8gle<\/h3>\n<p>Pour cr\u00e9er un mod\u00e8le de r\u00e8gle pour l\u2019ajout et la classification automatique des transactions, suivez ces \u00e9tapes simples : acc\u00e9dez \u00e0 la section \u00ab\u00a0Import bancaire\u00a0\u00bb, cliquez sur l\u2019ic\u00f4ne \u00ab\u00a0Automatisation\u00a0\u00bb en haut \u00e0 droite, puis sur le bouton \u00ab\u00a0Nouveau mod\u00e8le\u00a0\u00bb.<\/p>\n<p>Lorsque vous cr\u00e9ez une r\u00e8gle, chaque transaction correspondante sera automatiquement class\u00e9e selon les crit\u00e8res pr\u00e9d\u00e9finis.<\/p>\n<p>Pour chaque r\u00e8gle, vous pouvez d\u00e9finir les informations suivantes :<\/p>\n<ul>\n<li>Le <strong>propri\u00e9taire<\/strong>.<\/li>\n<li>Le <strong>bien<\/strong>.<\/li>\n<li>Le <strong>contrat de location<\/strong>.<\/li>\n<li>Le <strong>type<\/strong>.<\/li>\n<li>Le <strong>b\u00e9n\u00e9ficiaire<\/strong>.<\/li>\n<\/ul>\n<p>Les r\u00e8gles de d\u00e9clenchement :<\/p>\n<ul>\n<li>Le ou les <strong>mot(s)-cl\u00e9(s)<\/strong>.<\/li>\n<li>Le <strong>montant<\/strong>.<\/li>\n<li>La <strong>description<\/strong>.<\/li>\n<li>L&rsquo;<strong>\u00e9tat<\/strong>, actif ou inactif.<\/li>\n<\/ul>\n<h3>Automatisation de la saisie<\/h3>\n<p>Apr\u00e8s l\u2019import, le syst\u00e8me ajoutera et classera automatiquement dans la rubrique \u201cFinances\u201d les transactions qui correspondent aux r\u00e8gles pr\u00e9d\u00e9finies.<\/p>\n<p>Une correspondance est consid\u00e9r\u00e9e comme exacte lorsque le montant, les dates et un ou plusieurs mots-cl\u00e9s de la transaction import\u00e9e correspondent \u00e0 une r\u00e8gle active.<\/p>\n<p>Lorsque vous confirmez et ajoutez une transaction dans Finances, un indicateur \u00ab\u00a0D\u00e9j\u00e0 ajout\u00e9\u00a0\u00bb appara\u00eet. En cas d\u2019erreur, vous avez la possibilit\u00e9 de r\u00e9initialiser les transactions qui ont d\u00e9j\u00e0 \u00e9t\u00e9 point\u00e9es, afin de les refaire.<\/p>\n<div class=\"alert alert-info\">\n  <span class=\"lead\">Exemple<\/span><\/p>\n<p>Si vous recevez chaque mois une facture EDF de 29\u202f\u20ac avec une transaction bancaire contenant la description \u201cPRELVT SEPA RECU D\/O EDF clients ICS.FR47EBE002009 .RUM.MM9760393916780008\u201d, vous pouvez cr\u00e9er une r\u00e8gle de reconnaissance automatique.<\/p>\n<p>Vous pouvez configurer la r\u00e8gle comme suit :<\/p>\n<ul>\n<li>Bien immobilier : Mon bien immobilier<\/li>\n<li>Montant : 29\u202f\u20ac<\/li>\n<li>Type : \u00c9lectricit\u00e9<\/li>\n<li>Mot-cl\u00e9s : EDF, FR47EBE002009, MM9760393916780008<\/li>\n<li>B\u00e9n\u00e9ficiaire : EDF<\/li>\n<\/ul>\n<p>Ainsi, lors de l\u2019import de cette transaction :<\/p>\n<ul>\n<li>le syst\u00e8me d\u00e9tecte le mot-cl\u00e9 \u201cEDF\u201d dans le libell\u00e9,<\/li>\n<li>classe automatiquement la transaction comme d\u00e9pense d\u2019\u00e9lectricit\u00e9 pour le bien concern\u00e9,<\/li>\n<li>l\u2019ajoute dans la rubrique Finances pour le bien immobilier, avec le type et b\u00e9n\u00e9ficiaire pr\u00e9d\u00e9finis.<\/li>\n<\/ul>\n<p>Pour que cette automatisation fonctionne correctement, le montant et les mots-cl\u00e9s de la transaction doivent correspondre aux crit\u00e8res d\u00e9finis dans la r\u00e8gle.<\/p>\n<\/div>\n<div class=\"alert\">\n<span class=\"lead\">Pourquoi ne puis-je pas cr\u00e9er de r\u00e8gles d\u2019automatisation pour les revenus de type loyer ?<\/span><\/p>\n<p>Rentila applique d\u00e9j\u00e0 une logique d\u2019automatisation d\u00e9di\u00e9e et sp\u00e9cifique pour la gestion des loyers.<\/p>\n<p>Lorsque vous importez vos transactions bancaires, le syst\u00e8me Rentila compare automatiquement les montants et les libell\u00e9s avec les loyers impay\u00e9s. S\u2019il trouve une correspondance exacte (montant \u00e9gal et description incluant, par exemple, le nom du locataire), il associe automatiquement la transaction au loyer concern\u00e9, marque ce dernier comme pay\u00e9, et vous notifie par e-mail.<\/p>\n<p>Par cons\u00e9quent, pour \u00e9viter les doublons, les erreurs d\u2019affectation et la confusion entre cette automatisation int\u00e9gr\u00e9e et d\u2019\u00e9ventuelles r\u00e8gles manuelles, la cr\u00e9ation de r\u00e8gles d\u2019automatisation personnalis\u00e9es n\u2019est pas permise pour les revenus de type loyer.<\/p>\n<p>Cela garantit une coh\u00e9rence dans la gestion des encaissements et une meilleure fiabilit\u00e9 dans le suivi de vos paiements locatifs.\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Cr\u00e9er une r\u00e8gle Pour cr\u00e9er un mod\u00e8le de r\u00e8gle pour l\u2019ajout et la classification automatique des transactions, suivez ces \u00e9tapes simples : acc\u00e9dez \u00e0 la section \u00ab\u00a0Import bancaire\u00a0\u00bb, cliquez sur l\u2019ic\u00f4ne \u00ab\u00a0Automatisation\u00a0\u00bb en haut \u00e0 droite, puis sur le bouton \u00ab\u00a0Nouveau mod\u00e8le\u00a0\u00bb. Lorsque vous cr\u00e9ez une r\u00e8gle, chaque transaction correspondante sera automatiquement class\u00e9e selon les<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[9,146],"tags":[128,145],"class_list":["post-7025","post","type-post","status-publish","format-standard","hentry","category-finances","category-bank-import","tag-finances","tag-import-bancaire"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.3 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Cr\u00e9er, modifier ou supprimer une r\u00e8gle d\u2019automatisation Centre d&#039;aide et de support - Rentila.com<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.rentila.com\/support\/archives\/7025\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Cr\u00e9er, modifier ou supprimer une r\u00e8gle d\u2019automatisation Centre d&#039;aide et de support - Rentila.com\" \/>\n<meta property=\"og:description\" content=\"Cr\u00e9er une r\u00e8gle Pour cr\u00e9er un mod\u00e8le de r\u00e8gle pour l\u2019ajout et la classification automatique des transactions, suivez ces \u00e9tapes simples : acc\u00e9dez \u00e0 la section \u00ab\u00a0Import bancaire\u00a0\u00bb, cliquez sur l\u2019ic\u00f4ne \u00ab\u00a0Automatisation\u00a0\u00bb en haut \u00e0 droite, puis sur le bouton \u00ab\u00a0Nouveau mod\u00e8le\u00a0\u00bb. 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