Effortless expense tracking - Define rules for your merchants and all future transactions will be automatically categorized, streamlining your accounting process.
Step 1: Navigate to the Settings menu on the sidebar.
Step 2: Click on Manage under the Accounting Automation Rules section.
Step 3: Map Expense Type, Expense Account, and Tax Codes. Connect the pre-defined Expense Types provided by Alaan, based on your expenses, to the corresponding Expense Account and Tax Code imported from your accounting software (Expense Account).
Need to override the generic rule for specific merchants?
No worries! Alaan allows granular rule setting at the merchant level.
Under the related Expense Type, click Merchant Rules to see all merchants covered by that rule.
Search the merchant name, and change the default Expense Account or Tax Code.
Step 4: No need to look for a "Save Changes" button - All changes are saved automatically so you don't have to worry.
(Optional) Step 5: You can customize your view by adding additional columns. Click Customize on the top right corner and add details like Vendor or TRN as required.
If you need help configuring these settings, reach out to your Account Manager who will be happy to support you.