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Rules
How to Apply a Rule for Category, Tag, Payment Type or Customer/Project
How to Apply a Rule for Category, Tag, Payment Type or Customer/Project
Updated over a week ago

Using Rules you can now do more automation with the rich data extracted from each receipt, invoice or bill.

The video below gives a nice overview on how to use Rules.

  • Rules simplify your Veryfi experience.

  • Rules also speeds it up by removing friction of manual labor for classification or tagging. Simply, Rules are for automating your workflow.

  • Rules are complimentary to the machine automation already in place inside Veryfi. They allow you finer controls of how you want the INBOX content to be treated.

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If you have any additional questions, please reach out to our support: support@veryfi.com 

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