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Using rules to automatically categorise items

custom_only.pngWhat is the purpose of rules?

Rules can be set up within Receipt Bank to save you from having to manually input the data that is not extracted by our item processing.

Rules can be used to govern all of the fields which are not automatically extracted, such as ‘Category’, ‘Project’, ‘Due Date’ & ‘Publish To’ as well as some of those that can be, such as ‘Payment Method’.

The goal of rules being to allow you to use them to get items ready for publishing, manually or via autosync, with as little input from yourself as necessary.

To minimise the amount of time you have to spend within Receipt Bank to prepare your items and maximise the time you save by using Receipt Bank.

What should I set up rules for?

Rules should be set up for any items to which you can reliably apply a piece of data, such as a category, on the basis of its supplier, payment method or the user submitting it.

A great example for this would be an internet provider, who every month will send in a single invoice, reliably being of the same category, with the same project, publish to destination and due date.

Thus all of these fields can be automated, so that all that would need doing is publishing the item, which can also be automated by using autosync.

What sort of rules are there?

There are 3 types of rules which you can use:

 

Simply click on any of these above to find out more!

When are the rules applied?

Rules are applied to an item immediately after it has completed the data extraction process.

They will not be applied retroactively. The order of rule application is: Default, then supplier, then payment method.

This means that a supplier rule will overwrite an account-wide (default) rule, and a payment method rule will overwrite both.

 

 

 

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