Rules and approvals
Decide what Flick AI may do on its own and what needs a person to approve.
Updated
Rules let you hand routine work to Flick while keeping control of anything that matters. Find them in Settings β Rules.
Types of rules
- Posting rules β "Bills from Etisalat always go to Telephone & Internet."
- Auto-approve limits β "Post supplier bills automatically if they're under AED 1,000 and the supplier is known."
- Approval rules β "Bills over AED 10,000 need approval from an Owner."
- Safety rules β "Stop any payment to a supplier whose bank details changed in the last 14 days."
Suggested rules
When Flick notices a pattern β for example, you've coded the same supplier the same way five times β it suggests a rule. Choose Create rule or Not now.
What always needs a person
Some actions are never automatic, whatever your rules say:
- Filing a VAT return
- Locking or reopening an accounting period
- Changing a supplier's bank details
- Deleting posted entries
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