How to Set User Rules

User Rules can be used to automatically apply a Payment Method or Project to any Costs transactions uploaded by a specific user.

Note: User Rules will always take overwrite Supplier Rules if an item is submitted with User Rules and Supplier Rules for the same field.


Setting a Payment Method Rule

Setting a payment method rule will apply the same payment method to each item uploaded by a specific user.

To set a payment method rule:

  1. Navigate to the Lists section in the sidebar.
  2. Go to Payment Methods.
  3. Ensure you have the necessary payment methods already set up, if not see how to do this here.
  1. Scroll down and then assign a payment method to a user.
  1. Select the Application Rule to determine whether this should take effect for every item (Always use default), just for items with no Payment Method detected (Use default if blank), or leave it as No default set.

Setting a Project Rule

To set up a project rule:

  1. Navigate to the Lists section in the sidebar.
  2. Go to Projects.
  3. Then assign the default project for each user.

Now, whenever a user uploads an item, the selected project will be automatically assigned to that transaction.