What is an 'Autotag' and how does it work?

Assign rules to automate selections from a list, with just a few clicks. Saving you and your employees' time in assigning Categories, departments, projects, and anything else you can think of. 

Here's how you can set up Autotag rules in Soldo: 

1. Login to the web console at manage.soldo.com 
2. Click on Configure, and then Autotags in the left-hand menu 
3. Click on Add Rules 

Criteria number 1 are the conditions, which means the resource type and resource name that has generated the transaction. 

Criteria number 2 is the item from a set of lists that will be consequently added if any or all of the conditions match 

To complete your Autotag creation, give a name to your new rule and save it. 

Now that your job is done, check out the list of rules that have been created. 

This is where you can have an overview of which Autotag will be applied and when. Each rule can be edited just 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 also toggle as disable at any time, or keep it enabled. 

The position the rules have in the list is important because it determines the priority they have in case of conflicting rules. In this case, only the action of the rule with the highest priority in the list will be taken. You can change the position they have in the list at any time, dragging a row up and down the page. 

Just a few examples 💡: 

• To assign a Category to an Expense Category (these use Merchant Category Codes 'MCC' which are set by the merchants themselves): WHEN a transaction matches ALL of the following conditions, EXPENSE CATEGORY is any of 'SELECT AT LEAST ONE EXPENSE CATEGORY', THEN assign this item 'CHOOSE FROM LISTS'. 
• If an employee only uses their physical card for travel expenses: WHEN a transaction matches ALL of the following conditions, USER'S CARD is any of 'SELECT USER'S CARD', THEN assign this item 'CHOOSE FROM LISTS'. 
• If a Company card is only used for a specific purpose (ex. Advertising): WHEN a transaction matches ALL of the following conditions, COMPANY CARD is any of 'SELECT AT LEAST ONE COMPANY CARD', THEN assign this item 'CHOOSE FROM LISTS'. 
• Assigning a department: WHEN a transaction matches ALL of the following conditions, USER is any of 'SELECT AT LEAST ONE USER ', THEN assign this item 'CHOOSE FROM LISTS'.