---
title: "POS Account Rule Window"
slug: "pos-account-rule-window"
description: "POS Account Rule window field reference: Save and Run, criteria fields, and GL account mapping."
updated: 2025-11-18T20:06:44Z
published: 2025-11-18T20:06:44Z
canonical: "docs.restaurant365.com/pos-account-rule-window"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# POS Account Rule Window

The **POS Account Rule Window** is used in rule creation, editing, and cloning. It contains the parameters and settings for an individual POS Account rule.

---

## Security

Users must have the following permission to access the POS Account Rule window.

- Administration → POS Management → View/Edit POS Mapping Tool

These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access).

---

## Navigation

****Navigation Steps****

1. Navigate to the **Mapping tool.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CI5GUMDI.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A13%3A48Z&se=2026-11-10T18%3A13%3A48Z&sr=c&sp=r&sig=exInSGCoVJNPrsxLHQihlRazO87m6mTN1Ia6%2FVu6Zyw%3D)
2. Select the **Rules** tab. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-A6V88OXO.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A13%3A48Z&se=2026-11-10T18%3A13%3A48Z&sr=c&sp=r&sig=exInSGCoVJNPrsxLHQihlRazO87m6mTN1Ia6%2FVu6Zyw%3D)
3. Click in the **rule row.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0ZOPDQ1F.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A13%3A48Z&se=2026-11-10T18%3A13%3A48Z&sr=c&sp=r&sig=exInSGCoVJNPrsxLHQihlRazO87m6mTN1Ia6%2FVu6Zyw%3D)

---

## POS Account Rule Window

### ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-UV8Y3A0H.png?sv=2026-02-06&spr=https&st=2026-11-10T17%3A13%3A48Z&se=2026-11-10T18%3A13%3A48Z&sr=c&sp=r&sig=exInSGCoVJNPrsxLHQihlRazO87m6mTN1Ia6%2FVu6Zyw%3D)

|  | Button/Field | Description |
| --- | --- | --- |
| **1** | Save & Run | Saves the rule and runs the rule against all account mapping for unapproved Daily Sales Summaries . |
| **2** | Save | Saves the changes made to the rule. |
| **3** | Full Screen/Minimize | Expands the window to full screen or minimizes the window to its original size. |
| **4** | Close | Closes the rule without saving. |
| **5** | POS Account Type | Sets the POS Account Type for the rule. Options include: - Payment Type - Sales Account - Job Title |
| **6** | Text | Sets the text the rule will search for when applying the POS Account rule. |
| **7** | GL Account | Sets the GL Account the POS Account will be mapped to when the rule is applied. |
| **8** | Option | A fixed field based on the selection in #5. |
| **9** | Value | Sets the value that will be used when the rule is applied. The options available are specific to the POS Account Type (#5) selected. |
| **10** | Add Option | Adds an option for Exception type. Choices include: - **True:** Sets the payment type account as an exception. Exceptions are tracked on the Exceptions tab of the DSS and reported on the Flash Report. - When selected, the **Consolidate on Flash** option is added. This determines whether the exceptions will be listed individually or summed in the [Flash report](/doc/docs/flash-report). - **False:** The payment type is **not** marked as an exception and is **not** tracked or separated in the Daily Sales Summary or [Flash report](/doc/docs/flash-report). > This option is only available when the POS Account type is set to Payment Type. |
| **11** | Active | Sets the rule status as active or inactive. |
| **12** | Rule Preview | Displays a logical statement based on the parameters of the rule for review. |

###