.svg){kind=small}
We’ve built Rules to give you full control over your transactions and accounting reports in Kick.
In the past, Kick automatically created Rules behind the scenes through our Actions feature. Now, we’re putting that same system into your hands—giving you the ability to personalize Kick for your Business or Clients.
Just chose your Conditions and create Actions that:
- Change Categories
- Apply Classes
- Update Entities
- Assign Vendors
- Assign Customers
- Add Notes
In addition to Transactions Rules, we’re also rolling out Accounting Rules, which give you the ability to override Kick’s automated Category to Chart of Accounts mapping. This gives you full flexibility to customize accounting reports for any industry.
To get started, go to the Transactions or Accounting tab within Rules and click “Add rule”.
Once your Rules are set up, you can “kick” back knowing your books are on autopilot.
Custom Chart of Accounts
With Rules revealed, we’re also opening up the ability for you to create your own custom Chart of Accounts.
You can now map your Transactions to an unlimited number of custom GL accounts to tailor Kick to any industry, all on the Kick Plus Plan.
Rule Groups
Most accounting rule engines rely on a long, disorganized list of Rules that are difficult to manage at scale.
Kick breaks this trend with a new system called Rule Groups that allows you to create powerful sequences of Rules chained together.
Rule Groups allow you to organize your Rules by Tax Year, Entity, Member, Industry or any way you prefer.
Just drag-and-drop each Rule Group to set your priority, and watch your Rules run exactly as intended.
• New Categories: Introduced Escrow, Loan Fees, and Dividend Income to our standard category taxonomy to support development of automated loan reconciliation and Mercury Treasury accounts.
• Document Processing: Enhanced the document importer with expanded CSV support, stronger error handling, and the ability to process brokerage and treasury statements.
• Bulk Operations: Released bulk unsplit functionality and improved the speed of bulk transaction updates.
• Gusto Integration: Enabled automatic reconciliation for Bonus and Commission transactions.
• Connection Management: Improved handling for Plaid and direct integrations (PayPal, Mercury) and added additional safeguards to prevent duplicate account connections.
• Invoices: Added product-level categorization for Stripe Invoices to improve reporting accuracy (beta).
• UI Polishing: Refined component styles across the product for greater consistency.
• UI Responsiveness: Fixed layout and responsive design issues across filters, transaction columns, Documents tab, and various table components.
• Transaction Processing: Resolved timezone conversion issues in transaction displays and improved accuracy of monthly transaction aggregation.
• Modal & Drawer Behavior: Fixed scrolling issues in dropdowns, prevented body scroll when drawers are open, and resolved text selection problems in drawers.
• Navigation: Fixed transaction footer stickiness behavior and improved smooth scrolling when changing transaction pages.
• Intercompany Journal Entries: Corrected automated journal entry generation for intercompany credit card payments.
• Accounting Filters: Resolved stability issue with the “All Time” filter to prevent app crashes.
• Stripe Transactions: Suppressed same-day reversed transaction holds from Stripe on the Transactions tab for cleaner reporting.
• Other Entities Management: Deprecated the “Other Entities” placeholder entity in Cash Flow and Accounting tabs for more accurate entity tracking.
• Receipt Matching: Resolved workspace member handling in receipt matching workflows.
• Transaction Details: Fixed edge case causing blank Ledger rendering within Transaction Details.
• Document Extraction: Upgraded account information extraction to GPT-5 with improved accuracy for parsing and extracting data from PDF documents and bank statements.
• Transaction Categorization: Implemented chat-based categorization system with improved ML taxonomy mapping and better confidence scoring for transaction classification.
• Import Processing: Enhanced ML-powered transaction extraction with better confidence thresholds and improved handling of low-confidence predictions during document import.
.svg)
.svg)
