Automatic Rules
Automatic Rules (/automatic-rules) automatically classify new entries (payables, receivables, and transactions) based on configurable criteria. They eliminate manual categorization of recurring documents.
How It Works
When a document is created or imported, the system evaluates the rule list in priority order. The first rule whose criteria are met is applied — fields defined in the rule overwrite the document's values.
Match Criteria
A rule can combine multiple criteria:
| Criterion | Available operators |
|---|---|
| Description | contains, does not contain, equals, starts with, ends with |
| Amount | equals, greater than, less than, between |
| Person | equals |
| Document type | payable, receivable, transaction |
Multiple criteria are combined with AND logic (all must be met).
Actions
When a rule is applied, it can set:
| Action | Description |
|---|---|
| Category | Assigns the specified category |
| Cost center | Assigns the specified cost center |
| Person | Assigns the specified person |
Priority Order
Rules are evaluated in the order shown in the listing. Drag rules to reorder them. The rule at the top has the highest priority.
Application Scope
- Manual creation: rules are applied when saving the document (only if target fields are empty, by default).
- CSV import: rules are applied line by line during import commit.
- Bank statements: rules are applied when committing the statement.
Bulk Apply
In the payables, receivables, or transactions listing, select multiple documents and use Bulk classify to reapply rules to the selected documents.
Create a Rule
- Go to
/automatic-rules/new. - Define a descriptive name.
- Configure the match criteria.
- Define the actions to apply.
- Save — the rule takes effect immediately for new documents.