Categorisation rules help automate expense coding by assigning categories to specific merchants. Once set up, future payments to that merchant will automatically be coded with the chosen expense category.
Create a categorisation rule
-
Go to Settings
-
Select AI Expense Complete
-
Scroll to Automatic categorisation
-
Click Create New Merchant Rule
-
Choose the merchant from the When Merchant Is drop-down list
-
Select the category from the Categorise As drop-down list
-
Click Save
Your new merchant rule will appear in the table. All future payments to this merchant will now be automatically coded.
Delete a categorisation rule
-
Go to Settings
-
Select AI Expense Complete
-
Scroll to Automatic categorisation
-
Click the red bin icon next to the rule you want to delete
The rule will be removed, and payments to that merchant will no longer be auto-categorised.