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

  • 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.

...do this

  • 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.

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