Setting User Rules

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

• Setting a Payment Method Rule
• Setting a Project Rule

Note: User Rules will always 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 Business settings then Lists and select Payment Methods.
2. Ensure you have the necessary payment methods already set up, if not see how to do this here.
3. Click Set user defaults.
4. Select the default payment method from the drop down list next to the relevant user.
5. Next, 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 Business settings, then Lists and select Projects. 
2. Click Set user defaults.
3. Then assign the default project for each user using the drop down list.

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