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How to Apply a Rule for Category, Tag, Payment Type, or Customer/Project

Updated over 12 months ago

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

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

  • Rules simplify your Veryfi experience.

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

  • Rules complement the machine automation already in place inside Veryfi. They allow you to fine-tune 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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