With the merchant-based accounting rules module, which is included in our premium and enterprise plans, you are able to automate manual pre-accounting tasks using
specific rules that are set up on the merchant level
automatic assignment based on previous assignments
First, you need to navigate to the modules page in the Pliant admin app and enable the module called merchant-based accounting rules.
Once the module is enabled, navigate to the merchants page and click on the merchant you want to create a rule for.
There you can find a new section called Accounting Rules which allow you to pre-define a supplier, subcategory (G/L account) and VAT rate for the selected merchants.
💡For suppliers, you are also able to set up the merchant rule by simply assigning the supplier to a transaction once.
The rules are being applied to all future transactions that are made at this merchant and are marked with a blue ribbon visible on the detailed view of transactions (e.g. in the cardholder app or in accounting export).
✅ Your users are always able to manually overrule any automatically assigned supplier, subcategory (G/L account) or VAT rate by simply changing the value using the dropdown.
If you disable the module and enable it at a later stage the rules set up in the past are going to be re-activated.
In combination with our card-based accounting rules, you are able to automate big parts of the pre-accounting tasks using Pliant.