The Transaction settings section gives you full control over how transaction data is captured, structured, and automated across your organisation.
From here, Super admins can configure the fields users interact with, enforce required information, and streamline processes for reporting, compliance, and reconciliation.
You’ll find three tabs within this section, each focused on a different part of the transaction lifecycle:
Transaction fields
Customise the data you collect for each transaction. This includes:
- Expense categories – Group spending by type for accounting or reporting
- VAT rates – Set standard VAT options to simplify tax calculations
- Lists – Create dropdowns for tracking internal projects, clients, departments, or custom tags
- Invoice fields – Collect supplier invoice numbers or payment references
These fields appear in the transaction view and can be filled in by employees or required by admins.
Transaction rules
Make sure the right information is always captured. Transaction rules let you:
- Set specific fields (like receipts, notes, categories) as mandatory
- Send reminders to employees to complete missing information
- Choose exempt users
This helps maintain data quality, meet policy requirements, and reduce back-and-forth between teams.
Autotags
Automate how tags are applied to transactions. You can set up rules to automatically tag spending based on:
- User
- User card
- Company card
- Merchant category
- Merchant name
This saves time for employees and ensures transactions are categorised correctly for finance or integrations.
Why use transaction settings?
- Enforce company policies without manual chasing
- Collect the exact data you need, in the format that works for your business
- Make reporting and reconciliation faster and more accurate
- Customise Soldo to reflect how your organisation works
All changes made in Transaction settings apply instantly across your account, helping you stay in control as your company grows.