Managing expense category rules

Overview

Expense category rules allow you to automatically assign expense categories to transactions based on a set criteria. These rules can be updated at any time by Owners, Admins, and full-visibility Bookkeepers.

Check out Creating expense category rules to learn how to set up rules for your org.

To update an existing expense category rule:

1. From the Accounting Automation tab on the Organization Settings page, click on the expense category rule you wish to edit.
   
   
   
2. Update the attribute of your choice:
   1. Rule name 
   2. Funding source
   3. Merchant category code
   4. Merchant same
   5. Expense categories

3. Review your settings and click Save to update the rule.

To disable an expense category rule, you can use the Active toggle on the right side of the rules list.

• Once an expense category rule has been made inactive, it will no longer be applied to incoming transactions. 
• Any historical transactions that were previously coded with the expense category rule will remain.

Ensure your organization’s expense category rules are correctly configured to maximize the effectiveness of this feature and save hours of time on reconciliation.

Check out Coding transactions with expense category rules to see how automatically coded transactions appear in the app.