Auto-categorization rules are available if you have the Spend Management Pro Plus plan.

They’re a feature that assigns accounting details to charges. Which helps reduce manual data entry, saves time, and helps prevent errors.

How it works

Auto-categorization rules assign certain information to an expense, such as:

• A general ledger (GL) account
• Class
• Location

This information (above) can be applied to the purchase, based some or all of the following details:

• If it was made with a specific merchant
• What merchant category is assigned to the charge
• What department made the transaction (if one was assigned)
• Which card was used for the purchase
• What user made the charge
  
  For example: You can create a rule that automatically assigns details to your travel expenses, such as:

• GL account: You can have travel expense automatically assigned to your GL account.
• Class: You can classify it as Sales.
• Location: The expense’s location is identified.

More information

• Business account owners, administrators, and leads with full access can create these rules.
• Rules only affect transactions that occur after they are created.