Set up workspace rules

These rules run on every new expense, top to bottom. The first rule to set a field wins it, and tags add up. A rule can set the category, project, tag and other fields, flag an expense for review, or reject it.

1. Open Settings, Rules, then the Expense defaults tab, and choose New rule. Or open an expense and choose Make a rule from this.
2. Say when the rule applies, and what it does.
3. Use Test against existing expenses to see what it would change.
4. Save it. Apply to existing expenses runs it on what you already have.

Only owners and admins can change rules. Export rules and Import rules move them between workspaces.