Section 1: Configure Keyword Coding Rules

Keyword rules scan specific fields on incoming documents (like line descriptions or supplier names) and automatically populate other fields if a match is found.

Use Case Example: Automatically set the GL Account Code to "Office Supplies" if a line item description contains the word "Staples" or "Stationery".

Steps:

1. Navigate to Document Coding:
   • Click the company menu (top right) > Settings.
   • Click Document coding in the left sidebar (under Team Settings or similar).
2. Add a New Rule: Click Add row.
3. Define Search Criteria:
   • Field: Double-click and select the field Zudello should search within (e.g., Line Description, Supplier Name).
   • Keywords: Double-click and enter the specific word(s) or phrase(s) to search for. Separate multiple keywords with commas if needed.
4. Define Action:
   • Target field: Double-click and select the field you want Zudello to populate automatically (e.g., Account Code, Department).
   • Target value: Double-click and select or enter the exact value that should be applied to the Target Field when the Keywords are found.
5. Save Rule: Click Save at the top right of the rules table.
6. Repeat: Add more rules as needed for different scenarios.
7. Test: Upload or process a document containing the specified keywords in the designated field and verify that the target field is populated correctly after scanning/processing.

What Happens Next?

Keyword rules are now active and will apply to documents processed after the rule was saved. Next, let's configure default coding based on relationships.

Next Section: Configure Default Coding (Supplier/Item/Customer)

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Related How-To Guides:

• Keyword Coding Rules