How Do I Create Categorization Rules For Receipts?

Question: How do I create categorization rules for receipts?

Answer:

Welcome to our new Manage Categories Section, check out the great features!

• Add New Categories

• Set rules to include vendors by category

• Set rules to exclude vendors by category

• Set default payment methods by category

Step 1. Go to the manage categories section which can be found under the Receipts Section, you will then go to the right side of the page where the filter options are listed, next you will scroll down to Categories and select Manage.

Step 2. Add new custom categories by selecting the Add New button as shown below.

After you get all your categories added you may want to set some rules.

Step 3. you'll click the dropdown 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.

Note: Creating rules for your categories is not retroactive.

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