What Are Transaction Rules & How Can They Be Setup?

Merchant rules make categorizing transactions much easier! Creating a new merchant rule helps automate attaching GL codes, Tax codes, Tags and Accounting vendors to transactions. 

Note: Merchant Rules cannot be formatted for specific cards. These rules will apply to any transaction made with the applicable details set for the specific merchant.

Merchant rules can be created by users with administrator and bookkeeper permissions. To create a merchant rule:

1. Navigate to the 'Accounting' tab
2. Click on 'Manage Merchant Rules' (On the top right)
3. Click on '+ Create new'
4. Search the Merchant Name and select it, then add the Accounting Vendor, GL Code and Tax Code
5. -Click 'Save'