Categorization Rules
Define rules to automatically enrich transaction records.
Early Access Feature
This feature is in early access. Any organization can use this feature. If you have questions about its functionality or need support setting up categorization rules, please reach out to [email protected] or your customer success manager.
Categorization rules define how Modern Treasury programmatically applies metadata to transactions.
Each rule is composed of rule conditions and metadata to be applied. When conditions are evaluated to true, new metadata keys are applied.
Follow the links below to learn how to create and manage categorization rules, and to review sample rules.
Updated 12 days ago
What’s Next
To start using categorization rules, refer to: