...
Name*: Rule Name
Description: Just for information if needed.
Report Type*: select the report type you want to the report to be created.
Report Title: The default report name.
Report Status: Select the report status when the reports created such as Draft, and Release.
Email Options: Select one of the options: Email the user, Email the user with PDF report and No Email.
Email Subject: only required if the email option is enabled.
Email Message: Only required if the email option is enabled.
Once you complete this form click on Next
6. In this step you would need to set the match rules in the Match Condition window for example
Match CC Description Like DATABASICS*
or
Match CC Description like Microsoft*
or
Match CC Description like Adobe*
Main Condition is required and other sub Conditions 1 and 2 are optional if needed. An example how Sub Conditions will be used, Google charges could be both Marketing and Subscription in that case we will set the matching rule as the following:
for Marketing Expense type
...
For subscription expense type
...