How do I create a merchant rule?

Merchant Rules are a type of mapping whereby a particular merchant is mapped to a preferred GL Account that lives within your chart of accounts. They can be mapped for the following integrations: NetSuite, QBO, and Xero.

Brex Admins and Bookkeepers can create these rules by following the steps below:

Step 1: Click on the Integrations tab on the left-hand menu bar of the Brex dashboard

Step 2: Click on Manage under your active integration

Step 3: Click Merchants to expand the section

Step 4: Click the Add Merchant button to map the specific merchant(s) to the desired GL account

Any subsequent transactions at this merchant will follow the merchant rule, overriding the default Brex category mapping.