Policy admin
Compiled rules on the active policy pack — caps AUTO_TAG via receipt and review gates.
No active policy — contact your administrator to configure rules.
Active rules
Built-in categories are evaluated on every expense. Custom rules can be added with any name — they are stored for admin and future evaluators; only built-in types affect auto-coding today.
Load a policy pack to manage rules.
Natural language compiler
Describe a policy in plain English. The LLM compiles it to a deterministic rule (offline admin only). Requires and an API key.
Add or update rule (manual)
Pick a rule category, set its values, then save. If that category already exists in the table above, you are updating it. If it was removed, you are adding it back.