Automation Rules

Open Settings → Automation Rules to configure rules for the active company. Rules run in priority order. Turn on Stop Processing when later rules should not change a match.

Expense rules run when a new expense is created. They can set its category, general-ledger account, divisions, notes, tax-deductible state, business-use percentage, or receipt requirement. If several rules match, Eclipse combines their changes until it reaches a stop-processing rule.

Order-processing rules run only when an order syncs from a connected marketplace. Eclipse checks the complete saved condition set before it creates a marketplace-fee expense for review, updates inventory, or links an existing shipment. Retrying the same order does not create another fee expense or decrement the same product twice.

Rule names are unique within each rule type for the company. Saving, reordering, and deleting a rule is retry-safe. Deleting a rule removes it from future processing while preserving its match and audit history.

Product rules and generic field changes are not currently available. Fee expenses created by order automation remain pending until the normal expense review and ledger-posting workflow approves them.