Please note that this FAQ applies only to the Digit Interface.
In our new interface, we've made creating rules easier. Now you can program Squirrel Street to automatically assign accounting category codes to specific vendors at the touch of a button, if you wish.
The first way to create a rule can be found in the View and export page.
1) Simply click on Edit GL Codes
The GL codes panel will appear.
2) View the receipts that have already been given a GL code. If you see a vendor with a code that you'd like to assign to all future receipts from this vendor, click on the "+" button to the right of that code, and the process of coding will be automated for all new receipts with that vendor name from then on!
Creating rules can also be done in the Automate section of your account (note: this is the only available method if your categories are generic and haven't been imported via an accounting software integration).
You can create rules that apply to the GL code (Manage Categories) or you can create rules that apply to the Vendor (Manage Vendors)
Simply click on the entity to which you wish to apply the rule and select the options available from the drop down menu. In the example below, you can assign any vendors in the account to the "Cleaning" GL code by using the drop down menu and pressing Save.
The Automate page also allows you to add and remove categories. (Please note that if the code is already in your Chart of Accounts in your accounting software, it will be imported automatically - no need to create the code manually in Squirrel Street).