When a transaction matches more than one rule, the system will apply the rule with the highest priority. Below is the order in which rules are evaluated, from highest to lowest:
ADVANCED RULES
Custom-built rules with complex conditions are always applied first. These are typically created by your finance or accounting team for specific use cases.CARD RULES
These rules apply to individual cards and override broader team, category, or location rules.MERCHANT RULES
Rules set for specific vendors, merchants, or stores come next in priority.CATEGORY RULES
These apply to types of spending, such as "travel," "fuel," or "office supplies."TEAM RULES
Rules set at the team or department level apply if no higher-ranking rule is triggered.LOCATION RULES
These are the most general rules, based on where the purchase is made (e.g., region, office, or job site).
Tip: If you’re unsure why a rule was applied to a transaction, check if a higher-priority rule may have overridden another. You can view applied rules Accounting -> Finally Cards