Autotags automatically categorise transactions based on predefined rules, saving you and your employees time in assigning categories, departments, projects, and cost centres.
By setting up your existing list items into Autotags, you can efficiently manage your transactions, ensuring they are accurately categorised for better financial management and reporting.
How to set up Autotag rules:
- Log in to the web app at manage.soldo.com
- Navigate to Configure on the left-hand menu and then select Autotags.
- Click Create rule.
- Define your rule conditions. Use the drop-down menu items to create conditions for this rule. Conditions can include user, user’s card, merchant category and merchant name. Items will be automatically assigned every time a transaction meets these conditions.
- Assign list items. Choose items from a list to assign when the conditions are met.
- Name and Save the rule.
How to edit Autotags:
As well as creating new rules, you can also use the Autotags section to see an overview of which Autotags will be applied and when. You can edit each rule by clicking on the row of the rule you mean to modify.
When you create a new rule, it will be set as enabled by default, but you can use the toggle to disable it at any time.
Autotag rules examples:
- Travel expenses
Condition: Merchant category is any of (select categories Transport and Travel)
Action: Assign an item named ‘Travel’ or ‘T&E’. - Specific purpose company card
Condition: User card is any of (select users)
Action: Assign an item named as the purpose, e.g. Office supplies, or Event X. - Department assignment
Condition: User is any of (select users)
Action: Assign an item named as the department, e.g. Sales.