1. Navigate to the Rules Tab in Your Account Settings
Go to your account settings and locate the “My Rules” tab. This is where you can create and manage rules for all your clients.
2. Give Your Rule a Name for Easy Identification
Provide a clear and descriptive name for your rule. This will help you easily identify it among other rules.
3. Fill in Required Details for Your Rule
- Select ‘any company’ from the company dropdown
- Select the supplier or customer you want the rule to apply to.
4. Add the Tasks (Actions) You’d Like to Automate
Specify the tasks you want the system to perform automatically when the rule is triggered. This can include:
- auto-classification of document type (bill, invoice, expense)
- Auto-categorization of transaction under an expense account or product/service
5. When Ready, Click Save
Once you’ve configured the rule according to your preferences, click the “Save” button.
Well, done! You have successfully set a rule for all your clients. Next time you open a document that matches your supplier or customer your tasks will be executed automatically, saving you time and effort.
