How do I create categorization rules for receipts?
- Add New Categories
- Set rules to include vendors by category
- Set rules to exclude vendors by category
- Set default payment methods by category
Next you can add new custom categories by selecting the Add button as shown below.
After you get all your categories added you may want to set some rules.
First you'll click the arrow beside the category you want to add rules to in order to expand the options.
The first option is to add a vendor to the Included Vendors List as shown below. This will allow you to have any receipts from this vendor to be automatically tagged with that category.
The second option you have is to add a vendor to the Excluded Vendors List. This will make sure that any time a receipt is processed from the vendor it will not be tagged as that category.
Lastly you have the option to set the Payment Process rule. This will allow you to have receipts from certain payment types to go into preset categories. For example if you have a card that you only use for your business and you want to make sure it goes into a specific business category each time you can set it here.
