To configure rules, click Routing Rules in the ‘Accounting Rules’ tab on the right-hand side.
The rule configuration will be presented in a table containing the following columns:
Spend Type – required spend type for the rule to be applied e.g. Air, Hotel
Currency – three-letter currency code
Supplier Code – unique reference for the Supplier e.g. Airline Code
Country Code – two-letter country code
Amount – value threshold for the rule to be applied
Active Period – a start and end date during which the rule is active
Route To – name of the account that requests will be routed to for the rule
Status – rule active status: Inactive, Active, Deleted or Replaced.
Clicking one of the rules in the table will show further details and rule management for the highlighted rule.
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