Customizing automation templates will allow you to create a new journal entry classification for any crypto transaction type of your choice.
Divly has built a flexible system that will allow you to customize your bookkeeping to great lengths. You can either create new automation templates, or edit existing ones.
Creating a new automation template
If you have elected to create new automation template, then follow the below steps.
In the sidebar, click on Automations.
Navigate to the tab New Automation Template.
Automation Setup: Choose an Automation Name that will be used in Divly (e.g. Buy Crypto - Kraken). Select the export you have connected in the previous article - Step 4: Connect your accounting system.
Filters (optional): Choose what filters you want to use in specific scenarios. For example, if you have split up your crypto portfolio into different exchanges, you can set this here (e.g. IF - The wallet or integration - Equals - Kraken). This will ensure that only transactions done on Kraken will be considered in this automation. You can add multiple filters if needed by clicking the "+" icon.
Voucher Rows: Set up the journal entry as you would like to see it in your accounting software. You can use any account number that suits you. Click the "+" icon to create multiple rows when required (e.g. if you want to account for fees in a specifc way).
Voucher Preview: Check that the example voucher matches your intention. If its correct then click the blue button Activate Automation. You can always go back and edit the automation by clicking Update Automation when needed.
Editing an existing automation template
If you want to edit a default automation template, or an existing one that you created previously, do the following:
In the sidebar, click on Automations.
Navigate to the tab My Automations.
Click on the pencil icon next to the automation you want to edit.
Change the relevant parameters (setup, filters, voucher rows).
Click the blue button Update Automation.
