Managing Rules

Once you have created rules, you can manage them from the Rules page. This includes editing rule logic, changing priority order, toggling rules on and off, and deleting rules you no longer need.

Viewing Your Rules

Go to Rules in the left sidebar to see all your rules. The rules list shows:

• Name -- The rule's descriptive name.
• Priority -- The evaluation order (lower number = higher priority).
• Scope -- Whether the rule is global or vendor-specific, and which vendor if applicable.
• Status -- Whether the rule is active, inactive, pending confirmation, or in an error state.
• Description -- A summary of what the rule does.

Editing a Rule

To modify an existing rule:

1. Go to Rules and click on the rule you want to edit.
2. Update the name, conditions, actions, or priority as needed.
3. Click Save to apply your changes.

Changes take effect immediately on new invoices. Invoices that were already processed by the old version of the rule are not retroactively updated.

Reordering Priority

Rules are evaluated in priority order. To change the evaluation order:

• Drag and drop rules in the list to rearrange them.
• Alternatively, edit a rule and change its priority number directly.

Remember: lower numbers are evaluated first, and the first matching rule wins for a given field.

Enabling and Disabling Rules

You can toggle rules on or off without deleting them:

• To disable: Click the status toggle on the rule row, or open the rule and set it to Inactive. The rule remains in your list but is no longer evaluated.
• To re-enable: Click the status toggle again, or open the rule and set it to Active.

tip

Disable rules instead of deleting them if you might need them again. You can always re-enable later.

Deleting a Rule

To permanently remove a rule:

1. Go to Rules and click on the rule.
2. Click Delete.
3. Confirm the deletion.

Deleted rules cannot be recovered. If you think you might need the rule again, disable it instead.

Rule Statuses

Status	Description
Active	Rule is running and being evaluated against incoming invoices.
Inactive	Rule exists but is not being evaluated. Toggle it back on to reactivate.
Pending Confirmation	AI-generated rule awaiting your confirmation before it takes effect.
Failed	Rule encountered an error during execution. Review the rule's conditions and actions for issues.

Scope Precedence

Keep in mind that vendor-specific rules always take precedence over global rules, regardless of priority number. Within the same scope (vendor-specific or global), priority numbers determine the evaluation order.

note

Only Admin and Manager roles can create and manage rules.

Learn More

• Creating a Rule -- Build new rules using the structured builder or natural language.