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How to create a categorisation rule

  • Updated




To create categorisation rules: 

  1. Click Settings

  2. Click Expense Management

  3. Click Create New Merchant Rule

  4. Select the relevant merchant from the When Merchant Is drop-down list

  5. Select the new category from the Categorise As drop-down list

  6. Click Save

Going forward any future payments to this merchant will be automatically coded with the chosen expense category.

 

To delete a categorisation rule

  1. Click Settings

  2. Click Expense Management

  3. Click the Red Bin button to delete a categorisation rule