Set a rule to automate mapping
Stephen Pell
29 steps
3 minutes
1
Navigate to "Rules" under Transactions in the sidebar
2
Click "Create New"
3
Switch to tab Untitled document - Google Docs"
4
Click the "Name" field.
5
Type "AWS Hosting"
6
Click the "Description" field.
7
Type "AWS Server Costs [[tab]]"
8
Click the "Description" field.
9
Click "Supplier"
10
Click here.
11
Click "Equals"
12
Click here.
13
Click this search field.
14
Click "AWS Hosting"
15
Click "Add Rule"
16
Click "Supplier"
17
Click "Account"
18
Click "Equals"
19
Click "Equals"
20
Click this search field.
21
Type "Serv"
22
Click "Server Costs"
23
Click "Set default impact factor"
24
Click here.
25
Click the "Select default product..." field.
26
Click the "Search" field.
27
Click "Select"
28
Click the "Apply rules to matched transactions" field.
29
Click "Save and Run Rule"
