New Attribution Rule

Auto-split matching expenses across one or more clients

Rule Name *

Brand

Priority

Higher priority wins when multiple rules match.

Leave blank to match anything. All criteria must match for the rule to fire.

Description contains

Case-insensitive substring match.

Vendor

Currency

Min Amount

Max Amount

Total can be up to 100%. Anything below 100% is treated as shared/overhead.

CustomerPercentage

Total: 0.00%

Active

Inactive rules are kept on file but not suggested.