Business owners, administrators with full access, and leads with full access can create auto-categorization rules. Rules reduce manual work and help prevent categorization errors. This feature is available for businesses that have Spend Management Pro Plus.

To set up auto-categorization rules using online banking and the U.S. Bank Mobile App

1. Select the central bill account, then choose Go to Spend Management.
2. Select Profile & settings, then choose Accounting settings.
3. Select Auto‑categorization, then choose Add rule.
4. In the Create auto‑categorization rule section; choose the rule Type. Then set the GL account, class, and location.
5. Select Add auto‑categorization rule.

More information

• Rules apply only to transactions that occur after you create the rule.
• Rules can auto‑fill a category based on a:
  • Specific card
  • User
  • Department
  • Merchant
  • Merchant category
• More than one rule can apply to a single transaction. For transactions where multiple rules apply, the precedence is:
  • Cards
  • Users
  • Departments
  • Merchants
  • Merchant categories