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How do I set up auto-categorization rules in Spend Management?
You can set up auto‑categorization rules in Spend Management if you have the Pro Plus plan. Account owners, admins, and users with full access can create these rules. Rules reduce manual work and help prevent categorization errors.
How to set up auto‑categorization rules:
- Select Profile & settings.
- Under Company settings, select Accounting settings.
- Select Auto‑categorization from the side menu.
- In the Create auto‑categorization rule section; choose the rule Type. Then set the GL account, class, and location.
- Select Add auto‑categorization rule.
More information
- Rules apply only to transactions that occur after you create the rule.
- You can apply auto‑categorization to certain transaction types.
- Rules can auto‑fill a category based on a:
- Specific card
- User
- Department
- Merchant
- Merchant category
- More than one rule can apply to a single transaction.
- For transactions where multiple rules apply, the precedence is:
- Cards
- Users
- Departments
- Merchants
- Merchant categories
- For transactions where multiple rules apply, the precedence is: