Setting up merchant rules
Merchant rules can be used to dynamically customise default data for a receipt. Merchant rules give you the ability to set these details at a more granular level as any merchant rules set up will override the defaults set in your integration settings page and account preferences page.
Navigate to the Merchants page and open the selected merchant by clicking the green link in the Merchant Name column. This will open a window displaying the merchant detail and settings.
Use the form fields to change the default settings for receipts being uploaded for that merchant. If the settings have never been updated for a merchant before, it will inherit from the integration settings and account preferences.
If you want the changes to update the data for receipts currently sitting in your inbox, ensure the Apply changes to current inbox items checkbox is checked when you click Save Changes.
You can also set up line item split rules to automatically generate line items for receipts from a specific merchant. Click here to learn more.