Set up Payment Method Rules, and Receipt Bank will apply your specified details to all submitted documents that were paid for using that Payment Method. This can be used to code data automatically as soon as it's received.
Note: this functionality is only available for Business Plus, Premium, Streamline and Optimize accounts. Find out more about the different Receipt Bank products here
To set up a Payment Method rule:
- Access the 'Account Settings' page
- Click on the 'Maintain Lists' tab
- Click on the 'Payment Methods' tab.
- Complete any of the dropdown fields. Your specifications here will be applied whenever a document using this Payment Method is uploaded to Receipt Bank.
Payment Method Rules take effect before Supplier Rules, and take priority over Supplier Rules if a rule has been set for the same field in both features.