Automated Vendor Payment Categorization Rules
When vendor payments hit your bank account, Sevdesk doesn't know if they're business expenses or personal purchases. Notis automatically creates transaction rules that categorize vendor payments by name or purpose--so reconciliation is instant and your expense tracking is automatically clean.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Private Transaction Rule
Tool to create a new private transaction rule in SevDesk. Use when you need to define rules that automatically mark transactions as private based on counterpart name or payment purpose. This is useful for separating personal transactions from business ones.
Why this helps
Bank transactions are a mess. Vendor payments, personal expenses, and everything else is dumped into one feed. You manually categorize transactions, misclassify expenses, or give up and let your accountant deal with it.
- Vendor payments automatically categorized by rule
- Personal and business transactions separated instantly
- Month-end reconciliation simplified dramatically
- Expense tracking accurate without manual work
- Accountant receives clean, pre-categorized data
Setup
Build it in a few focused steps.
- 1Connect Expofp and Sevdesk to Notis in your portal (one-time).
- 2Ask Notis: 'Create a private transaction rule in Sevdesk for payments to known vendors (list vendor names), marking them as business expenses' or configure in Automations.
- 3Select Cron as the trigger and set it for when you want rules created (at event start or monthly refresh).
- 4Choose your notification channel to confirm rules were set up.
- 5Activate to create categorization rules automatically.
Questions about this workflow
How do I specify which payments are vendor vs. personal?
Provide a list of vendor names to watch for. Any payment from those names gets automatically tagged. You can also use keywords in payment purpose.
Can I create multiple rules for different vendor categories?
Yes--create separate automations for different vendor types. For example, 'All payments to catering vendors' or 'All payments to tech vendors.'
What happens if a vendor name changes or a new vendor emerges?
Update your automation prompt with the new vendor name, and Notis will apply the rule to future transactions. Existing transactions stay categorized.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Expofp to Sevdesk. A trigger fires from one place; an action lands in another.
Expofp triggers
Sevdesk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
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Webhook trigger
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Connect any two apps with Notis in the middle.
Expofp and Sevdesk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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