Custom rules can be created for NetSuite, QuickBooks, and Xero, and will allow you to map transactions to a particular category based on different criteria. Options include the merchant, department, amount, date range, and more.
Brex amins and bookkeepers can create custom rules by following the steps below.
Step 1: Click Integrations on the left side of your Brex dashboard.
Step 2: Click Manage under your active integration.
Step 3: To the right of Custom Rules, click Add rule.
Step 4: A menu will pop up on the right side of the screen with the Edit Rule filter fields.
Here, you have the ability to set the parameters of your rule such as a transaction date range, specific categories/merchants, and dollar amount. Scroll down to set the mapping outputs for your given accounting or ERP software. Edit the rule parameters and mapping outputs to align with your desired outcome for your custom rule.
Note: As you change the filter fields, the transactions in the review section will update automatically.
Step 5: Once you have programmed your rule, click Save changes at the bottom.
You’ll be asked to nickname the rule in case you need to edit it in the future. Previously posted transactions that fall within the parameters of your new rule will be mapped accordingly (this may take a few minutes to update).