Float’s Rule Suggestions feature helps you close your books faster by automatically suggesting transaction rules based on your past activity.
What Are Rule Suggestions?
Rule Suggestions analyze your transaction history and recommend rules based on the card used or the merchant. These suggestions can pre-fill important accounting fields like:
- GL Code
- Tax Code
- Accounting Vendor
You can review, accept, or reject these suggestions to make your month-end even smoother.
Where to Find Rule Suggestions
You can access and manage Rule Suggestions in two places:
1. In Settings
- Navigate to Settings > Transaction Rules > Suggestions.
- Review the list of recommended rules based on your past transactions.
- Choose to accept (to make them active rules) or reject (to dismiss them).
2. In Transaction Export
- When editing transactions for export, watch for fields marked "suggested."
- These suggestions are based on card or merchant details.
- If you like a suggestion, you can instantly turn it into a rule — right from the export view!
Good to Know
- Accepted suggestions become active rules that apply to future and un-exported transactions.
- Rejected suggestions are removed and won’t show up again.
- Suggested rules will only be created for Cards and Merchants
- There are no notifications for new suggestions (for now). We recommend checking your Suggestions tab once a month.