Settings
Where the invoices come from, who signs what, and how much rope the agent gets.
Where invoices arrive
The agent watches these and never needs anyone to forward anything
People
Site users are verified by phone number before the agent will take an invoice from them
| Name | Role | Email | WhatsApp | Can approve | Sees |
Cost codes
What the agent can code an invoice to
| Code | Name | CIS applies | Used YTD | Invoices |
VAT & CIS
UK construction rules the agent applies without being asked
How much the agent decides on its own
What it has learned
Rules it worked out from corrections people made
| Rule | Learned from | Applied | Still right | |