How to set up a Merchant Rule to auto-code transactions?

Merchant Rule is a feature that allows authorized users to define an auto-code scheme for transactions. Use cases include assigning relevant tax codes, departments, locations etc. The rule is stored on the platform and as soon as a new transaction is captured for the same merchant, the saved information will be applied and an Auto-Coded icon will appear next to the added values.

Follow the steps below to set a Merchant Rule: 

1. Log into the Mesh platform as an Administrator, Pro, or Auditor and navigate to the Transactions page. 

2. Click on the three dots next to a transaction, and then on the Merchant Rule link. Alternatively, click on the transaction, click the three dots icon, and then on Merchant Rule.

3a. Select a field and assign a value. 

3b. Click the 'Add field' link to add more data. 

Notes:

• Only the selected fields will be added to the rule and applied to the new transactions.
• Your company may have other fields if integrated into a  different ERP.

3c. When all the relevant fields were added click the Submit button.  

Additional Notes:

• 'Merchant rule' is useful with specific vendors and should be applied to subscription cards.
• The spend categories feature is relevant for General purpose cards with a spend purpose that can support multiple vendors where each may require a different coding scheme.
• If a user changes the value of a custom field, the platform adds the '+ Merchant rule' link so the merchant rule can be updated immediately.