Rule Engine

The Rule Engine page contains rules that help automate repeated checks.

Rules can support tasks such as recognizing transactions, identifying emails, or applying standard actions.

What rules are for

Rules are useful when the same situation happens many times.

For example, if a bank transaction always has the same description, a rule can help identify it faster.

What you can do here

From this page, you can:

• see existing rules;
• create new rules;
• review whether rules are active;
• update rules when your process changes.

Important note

Rules help reduce manual work, but they should be reviewed carefully.

During normal use, you remain responsible for checking that the result is correct.