Rule suggestions and analytics

The Automations page is where you create, review and measure your rules. Rules for your accounting system and your PMS are listed together here, not on the accounting review tabs.

The Automations tabs

Tab	What's on it
Create rules	A one-line summary of what rules saved, Describe a rule, Suggested rules and Combine rules.
Rules	Rule history, rules that need fixing, and the full list of rules.
Analytics	Week-by-week results. Admins only.

The tab you're on is kept in the page link.

One rule sets every field

When you create a rule, every accounting and PMS field your account uses is listed up front. Fill in as many as you like; one is enough. Blank fields aren't saved.

With a merchant or payee condition, each blank field shows how that merchant is usually coded, for example "Usual: Repairs · 9 of 10". Click Use to fill it in.

See Accounting rules for conditions and how rules apply.

Describe a rule

Type a rule in plain words, such as "Card charges from the maintenance team go to the North location", and click Create rule. You'll see the rule before it's saved.

Suggested rules

Accountable suggests rules from how you've coded past charges. There's one card per merchant or payee, setting every field that's always coded one way. Each field is a line you can keep or leave out.

Each suggestion says how many charges are waiting now, or Nothing waiting and when it was last seen. Suggestions are sorted by what's waiting, then matches, then confidence.

On each card:

• Create rule: creates it as shown.
• Edit first: opens the rule editor so you can change it.
• Dismiss: hides it. Dismissed suggestions can be shown again and restored with Restore.

To act on several at once, tick them and click Accept selected or Dismiss selected. Search finds merchants, payees, cards and notes.

The number beside Automations in the left navigation counts suggestions with charges waiting.

Create the high-confidence ones

When suggestions have 5 or more matches at 95% confidence or higher, click Create the high-confidence ones to create them all at once. They're also applied to charges already waiting.

Turn on top vendor rules

Turn on top vendor rules turns on the vendor suggestions that cover the most charges waiting to sync. You see the list before anything is turned on. Leave Also fill in unsynced charges where the vendor is empty on to code those charges now.

Combine rules

When several rules match the same thing and each sets different fields, Combine rules offers to merge them into one. The combined rule does exactly what they did. The old rules are paused.

Import rules from a list or CSV

To create many rules at once, such as one per cardholder:

1. On Create rules, click Import a list or CSV under the rule box.
2. Paste one rule per line: who or what it matches, then what to set. For example "Jordan Lee, North". A header row such as "Cardholder, Location" helps. Or click Upload a file.
3. Click Check list. Each line shows the rule it will create, or the problem with it.
4. Create the rules.

Nothing is created until the list is checked.

What rules saved

At the top of Create rules, one line sums up the last 30 days, such as how many synced transactions were coded by rules since your first rule, and how much coding time that saved. Admins can click See analytics for more.

Analytics

The Analytics tab is for admins. Pick 30 days, 90 days or 180 days. It shows:

• Key figures, with the change against the previous period.
• A weekly chart of what was coded by rules, by suggestions and by hand, with a table view.
• Hours saved each week.
• Top rules, with Rows coded, Kept and Last fired.
• Suggestions used, by type and by person.

Click Export weekly CSV or Export top rules CSV to download the data.

Time saved counts a set number of seconds for each field a rule filled that nobody changed, and for each suggestion picked.

Related articles

• Accounting rules
• Merchant to property rules (Beta)
• Bulk coding and review