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Original file line number Diff line number Diff line change
Expand Up @@ -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.

---

Expand Down Expand Up @@ -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.


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