Auto-Rules and Learning
Auto-rules are vendor-to-account mappings that help Sumext code future documents consistently.
How rules are created
When you approve or sync a document, Sumext records the vendor, ledger account, tax type, and result. Repeated patterns become reusable rules.
Learn from History
Go to Settings > Auto-Rules and click Learn from History.
Sumext scans previously approved and synced documents, then builds vendor-to-account mappings from those patterns.
This is useful when you have already processed documents and want to formalise rules in bulk.
Review low-usage rules
Rules with only one or two uses may be one-off classifications. Review or delete weak rules so Sumext can relearn cleanly.