For recurring card transactions with the same merchants, you can save time, improve the accuracy of expense tracking, and reduce manual errors by using predefined accounting and merchant details. Our system remembers your settings and automatically assigns the details - making expense management even faster and easier!

The Auto-Accounting feature is particularly useful for recurring expenses such as subscriptions, ads, or public transport. Set details like categories, cost centers, tags, and VAT rates just once, and all relevant information will be automatically populated for future charges from the same merchant. Here’s how:

Merchant Tab:
The most convenient way is to navigate to the "Merchants" tab in the "Debit Cards" section. Select a merchant to access their detail page. Under "Edit", you can assign tags, cost centers, expense categories, and VAT rates as needed, and save these settings for future payments to the same merchant.

Additionally, in the "Merchant Details" section, you have the option to block merchants for card transactions.
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​Transaction Details:
You can also assign merchant details directly to a card payment that has been completed. To do this, navigate to the "Debit Cards" section and go to the "Transactions" tab. Click on the relevant transaction and select "Add receipt" or "Edit expense", depending on whether a receipt has already been uploaded.

Fill in all the required fields. To ensure these details are applied to future transactions, check the box at the bottom to save your settings for the specific merchant.

In case you need further information or help, please do not hesitate to contact us via email or live chat (blue icon in the lower right corner).