Adding rules is a great way to set categories for certain accounts or suppliers from Xero.
For example, if the supplier Air New Zealand always corresponds to airfare, you can create a rule so that its category is always Flights/Air Travel in CarbonTrail.
Rules take precedence over any individual row, and the table will show you if a rule was use to categorise an expense.
Navigating to the Rules Settings:
You can get to the rules two ways:
Click on the Settings cog on the bottom left of the screen and navigate to Supplier or Rules settings
Click on the Manage Rules link in the categorisation pop up (insert screen shot)
Creating a Supplier Based Rule:
Click Add Supplier Rule
Select the supplier, and category the supplier should always be in, and click save. You can set CarbonTrail to always exclude the supplier from the inventory if you wish.
Creating an Account Based Rule:
Click Add Account Rule
Select the account , and category the account should always be in, and click save. You can set CarbonTrail to always exclude the account from the inventory if you wish.