In Receipts, you can create rules to complete the information from the receipts you import in the system. This means a receipt can be processed with minimal intervention by the user as all of the fields of the expense or bill are completed automatically. Learn how to Process a Receipt and how to Navigate in Receipts.
How do I Create a Rule ?
To access the page, select Receipts from the sidebar menu.
Click on the Rules tab.
Click on Add Rule and complete the information.
Rule Name : enter the name of the rule to identify it.
When this happens
All or any conditions : first you need to choose if the rule applies for any or all the conditions you create.
Conditions details : you need to choose if the condition concerns a contact, description or amount. Then you need to complete the condition. For example, if you choose contact then you need to choose the contact to help extract the information of a receipt.
Add condition : click on this button to add further conditions.
Create : you must choose to create a bill or a staff expense.
Contact information : if you choose contact in your condition then the contact will appear automatically, if not you must select the contact.
Account : select the nominal account.
Description : enter a description for this rule.
When you have finished creating your rule, click on Save Rule.