How to Set Up a Card Rule

Step by step

1. 1

   Open the division or group

   In Manage Companies, open the division or group you want the card to file into (the phone app labels divisions Company).

2. 2

   Add the card

   Enter the last four digits of the card, for example 3456. Add more than one card by separating them with commas.

   Pasting a full card number is fine — only the last four digits are kept.

3. 3

   Save

   From now on every receipt paid on that card files itself there. A receipt you filed by hand is never moved by a rule.