This section will cover how to enable and disable the Autoclasification Exclusions for the invoices sent by email to your AxosMoney application. When you enable an expense type for autoclasification, your AxosMoney application will classify the expenses automatically if they detect the type of expense. On the other hand, if you disable an expense type for autoclasification, the AxosMoney application will classify your expense with the “?” icon.
1. When you enter the “Management” page, by default, you arrive at the Receipts Configuration tab.
2. Click the “Autoclasification Exclusions” tab.
3. When clicking the company’s name, the “Expense types” section will appear. It contains two subsections:
– Enabled classification(s): you can put the ones that will be classified automatically under an Expense type in the selected company
– Disabled classification(s): you can set those that will not classify themselves in the selected company.
4. In the “Companies” box, you can start the configuration by activating the switch next to the company’s name. For example, if you wish to configure it for all the companies, click on the “All companies” switch. Mark the checkbox and use the blue arrows to move the expense types from the “Enable classification” list (left) to the “Disabled classification” list (right) of those expense types you want to leave out of the automatic classification.
5. If you want to take the settings from another company, click on the “Import settings” button to make it easier and faster for you to get the configuration from other companies at once.
6. A window to select a company will emerge. To get the settings from a given company, click from the list and then tap the SAVE button to keep your selection.
7. After saving, a message will show confirming that your configuration has been added.
8. You will need to save the overall changes. Click on the SAVE button.
9. And confirm your decision by clicking SAVE again.
10. Once the changes are saved, a pop-up will confirm, “Your classifications have been saved successfully.”
IMPORTANT: Only a user with application administrator permissions can view the Management menu on the homepage of AxosMoney.
