How to set User Rules

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User Rules can be used to automatically apply a Payment Method or Project to any transactions uploaded by a specific user.

Note: this functionality is only available for Business Plus and Premium Receipt Bank Accounts, or Streamline and Optimize partner accounts. Find out more about the different Receipt Bank products here.

Set a User Rule by:

1. Clicking into the 'Account Settings' page
2. Clicking on 'Maintain Lists'
3. Clicking into 'Payment Methods' or 'Projects'
4. Scrolling to the bottom of the page and using the dropdown menus to assign a repeat behaviour that should be applied

Note: User Rules will always take overwrite Supplier Rules if an item is submitted with User Rules and Supplier Rules for the same field.

User Rule: Payment Method

In the above example, we've assigned the default Payment Method for Paul Green to be Paul's Company Credit Card. Now, whenever the user Paul Green uploads an item, the Payment Method 'Paul's Company Credit Card' will be automatically assigned to this transaction.

Use the 'Application Rule' dropdown to specify whether this should take effect for every item, or just for items with no Payment Method detected.

User Rule: Project

In the above example, we've assigned the default Project for Jessica Green to be Project Ivana. Now, whenever the user Jessica Green uploads an item, the Project 'Project Ivana' will be automatically assigned to this transaction.

User Rules can be used to automatically apply a Payment Method or Project to any transactions uploaded by a specific user.

Note: this functionality is only available for Business Plus and Premium Receipt Bank Accounts, or Streamline and Optimize partner accounts. Find out more about the different Receipt Bank products here.

Set a User Rule by:

1. Navigating to the Lists section of the menu
2. Clicking into 'Payment Methods' or 'Projects'
3. Check that your Payment Methods and Projects have been set up
4. Scroll down and then assign rules for each user 

Note: User Rules will always take overwrite Supplier Rules if an item is submitted with User Rules and Supplier Rules for the same field.

User Rule: Payment Method

First, check that all of your Payment Methods have been set up correctly.

Then, assign the default payment method for each user and decide how the rule is applied.

In the above example, we've assigned the default Payment Method for Homer Simpson to be Credit Card (9182)  Now, whenever the user Homer Simpson uploads an item, the Payment Method Credit Card (9182) will be automatically assigned to this transaction.

Use the 'Application Rule' dropdown to specify whether this should take effect for every item, or just for items with no Payment Method detected. In this example if Homer Simpson uploads an item without a payment method the rule states that it should 'use default if blank' so the item will assigned the default payment method, which in this example is Credit Card (9182). 

User Rule: Project

First, check that all of your Payment Methods have been set up correctly.

Then assign the default project for each user.

In the above example, we've assigned the default Project for Homer Simpson to be Project Donuts. Now, whenever the user Homer Simpson uploads an item, the Project 'Donuts' will be automatically assigned to this transaction.