Organizing
How to Set Up a Card Rule
1 min read
- 1
Open the company or group
In Manage Companies, open the company or group you want the card to file into.
- 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
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.