Setting up auto-flag rules

Auto flag rules allow you to create scenarios where receipts are automatically flagged when they're uploaded. This means that receipts that are missing some information, or if the confidence level of the automatic data extrator is below a certain threshold, flag it so yourself or another user can check it at a later date.

Navigate to Account Admin > Preferences and specify the auto-flagging rules under the Auto-Flag Rules section.

If you don't want any receipts to be automatically flagged, set the confidence level threshold to 0, and the rest of the flaggin options to Off.