You can readily set up rules for auto-categorization in Spend Management with the Pro Plus plan. An account owner(s), admin(s), and those with full access permissions can set auto-categorization rules to eliminate the need for manual mapping and human errors in the categorization process.

How to configure auto-categorization rules:

1. Select Profile & settings.
2. Select Accounting settings under Company settings.
3. Select Auto-categorization from the side menu.
4. In the Create auto-categorization rule section, configure the rule by selecting the Type and configuring what settings apply for the GL account, class and location.
5. Select the Add auto-categorization rule.

The auto-categorization rules do not apply to transactions before the rule was created. Auto-categorization can be applied to certain types of transactions, configured to auto-populate a category for a type of transaction and have rules set based on a specific card, user, department, merchant or merchant category.