Brex | How do I create a merchant rule?
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How do I create a merchant rule?

Merchant rules are a type of mapping whereby a particular merchant is mapped to a preferred GL account that lives within your chart of accounts. They can be mapped for the following integrations: NetSuite, QuickBooks, Sage Intacct, and Xero.

Brex admins and bookkeepers can create these rules by following the steps below.

Step 1: Click Integrations on the left side of your Brex dashboard.

Step 2: Click Manage under your active integration.

Step 3: Click Merchants to expand the section.

CX-netsuite-map-merchants

Step 4: Click the Add Merchant button to map the specific merchant(s) to the desired GL account.

CX-netsuite-add-merchant-GL-account


Any subsequent transactions at this merchant will follow the merchant rule, overriding the default Brex category mapping.

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Open an account

How do I create a merchant rule?

Merchant rules are a type of mapping whereby a particular merchant is mapped to a preferred GL account that lives within your chart of accounts. They can be mapped for the following integrations: NetSuite, QuickBooks, Sage Intacct, and Xero.

Brex admins and bookkeepers can create these rules by following the steps below.

Step 1: Click Integrations on the left side of your Brex dashboard.

Step 2: Click Manage under your active integration.

Step 3: Click Merchants to expand the section.

CX-netsuite-map-merchants

Step 4: Click the Add Merchant button to map the specific merchant(s) to the desired GL account.

CX-netsuite-add-merchant-GL-account


Any subsequent transactions at this merchant will follow the merchant rule, overriding the default Brex category mapping.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->

How do I create a merchant rule?

Merchant rules are a type of mapping whereby a particular merchant is mapped to a preferred GL account that lives within your chart of accounts. They can be mapped for the following integrations: NetSuite, QuickBooks, Sage Intacct, and Xero.

Brex admins and bookkeepers can create these rules by following the steps below.

Step 1: Click Integrations on the left side of your Brex dashboard.

Step 2: Click Manage under your active integration.

Step 3: Click Merchants to expand the section.

CX-netsuite-map-merchants

Step 4: Click the Add Merchant button to map the specific merchant(s) to the desired GL account.

CX-netsuite-add-merchant-GL-account


Any subsequent transactions at this merchant will follow the merchant rule, overriding the default Brex category mapping.

Was this article helpful?

|

Still can't find what you're looking for?

Chat with us->