Custom Rules can be created for the following integrations: NetSuite, QuickBooks, and Xero. Setting up custom rules will allow you to map particular transactions to a particular category based on different criteria such as the merchant, department, amount, date range, and more.
Brex Admins and Bookkeepers can create custom 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: Under the section called Custom Rules, click on Add Rule
Step 4: A menu will pop up on the right side of the screen with the Custom 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.
Important 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 of the screen
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).