diff --git a/docs/articles/new-expensify/workspaces/Workspace-Merchant-Rules.md b/docs/articles/new-expensify/workspaces/Workspace-Merchant-Rules.md index 752f5328a12eb..f63ca6cb7c645 100644 --- a/docs/articles/new-expensify/workspaces/Workspace-Merchant-Rules.md +++ b/docs/articles/new-expensify/workspaces/Workspace-Merchant-Rules.md @@ -45,6 +45,7 @@ Workspace Merchant Rules apply under the following conditions: - Rules are applied **when an expense is created**. They are not applied if the expense is edited later. - If multiple Workspace Merchant Rules match the same expense, only the **earliest-created rule applies**. - If a member manually sets a field when creating the expense, **that field won't be overridden by the rule**. +- Merchant name matching is case sensitive. For example, “Uber” and “UBER” are treated as different values. --- @@ -143,9 +144,10 @@ The message will explicitly say which fields were changed and that the update ha ## Why didn't my Workspace Merchant Rule apply? Common reasons include: - - The merchant name didn’t match the rule criteria. + - The merchant name didn’t match the rule criteria. - The rule is disabled. - Another rule matched first. - A field was manually set during expense creation. - The rule was created after the expense and wasn’t applied retroactively, unless you select "apply to existing expenses" when creating the rule. +