How to set User Rules

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.