---
schema_version: "1"
id: e6d63b708468b7bdd6a5c38f5bd80d078cbd4f9c8a8af629d6ee2954c3d0333f
title: General Ledger Account Assignment Rules and Related Records
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/billing_general_ledger_account_assignment_rules_and_criteria.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.billing_general_ledger_account_assignment_rules_and_criteria.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 9167b9452fda2d6067a74681e1547f1458dd29d5545b4dea972cae90abb3d17e
description: Define rules to assign accurate general ledger accounts to transaction journals and establish criteria for which these rules must apply to. Define multiple journal entry rules for a billing transaction with a specified criteria from a single user interface.
products:
  - Revenue Cloud
release: "264"
---
# General Ledger Account Assignment Rules and Related Records

Define rules to assign accurate general ledger accounts to transaction journals and establish criteria for which these rules must apply to. Define multiple journal entry rules for a billing transaction with a specified criteria from a single user interface.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with <a href="https://help.salesforce.com/s/articleView?id=ind.revenue_licenses_areas_and_features.htm&amp;release=264.0.0&amp;type=5">the Revenue Cloud Billing license</a>. Contact your Salesforce account executive for more information.</td></tr></tbody></table>

## List of Billing Transactions or Transaction Types

You can create general ledger account assignment rules or general ledger journal entry rules for these objects.

- Invoice
- Invoice Line
- Invoice Line Tax
- Credit Memo
- Credit Memo Line
- Credit Memo Line Tax
- Credit Memo Invoice Application
- Credit Memo Line Invoice Line
- Payment
- Payment Line Invoice
- Payment Line Invoice Line
- Refund records
- Refund Line Payment
- Debit Memo Line

- **[Create General Ledger Account Assignment Rules](https://help.salesforce.com/s/articleView?id=ind.billing_general_ledger_account_assignment_rules_create.htm&release=264.0.0&type=5)**  
    Define general ledger account assignment rules that assign the correct general ledger accounts to credit and debit transaction journal entries.
- **[Define Criteria for Transaction Types](https://help.salesforce.com/s/articleView?id=ind.billing_general_ledger_account_assignment_rules_criteria.htm&release=264.0.0&type=5)**  
    Edit, delete, or define the filter criteria for the transaction type on the general ledger account assignment rule you created.