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Pending validationOdoo 20.0Community and Enterprise

How to schedule AI rules and review the suggestions

What is it for?​

A scheduled rule asks the AI, from time to time, to classify new bank movements. It only makes suggestions, for a person to accept or refuse: it never reconciles, posts or validates anything.

When to use it?​

  • There are many bank movements and you want to find them already with a proposal.
  • You want to limit how much the AI can spend on this task.

Where to find it?​

  • The rule: Copilot › Agents › Scheduled rules with AI.
  • The suggestions: Copilot › Agents › Suggestions from rules.

Before you start​

  • To create the rule: the system administrator (or Fiscal administration).
  • To review the suggestions: the Accountant profile, which sees Suggestions from rules but not the rules.
  • For it to work: in Copilot › Control › Switches, Copilot (master switch of the company), AI connection (calls to the AI provider), AI - Scheduled rules (suggestions only) and AI - Classifier. You also need a ready AI connection and a Monthly spend limit of the company (EUR) above 0.00.
  • Done on 5 November 2026, in Empresa Demonstração, Lda.

How to use it​

  1. Open Copilot › Agents › Scheduled rules with AI and click New.
  2. Type the Name. What it does proposes Classify new bank movements. In Only this bank journal, choose a journal, or leave it empty for all.
  3. In Runs as, choose the accountant the rule runs as.
  4. Check the Limits. The rule proposes Every (days) 1, Movements per run 5, Runs per month 31 and Spend per month (EUR) 1.0000.
  5. Tick On and save. A new rule starts switched off.

After that, the rule runs on its own. The Suggestions to review button, at the top of the rule, opens its suggestions.

Expected result​

What happened and Last run say how the last run went. The suggestions appear in Suggestions from rules, with the Confidence and the Model used. While there are none, the list explains it:

Pending validation on screen: a real suggestion, accepting it and refusing it. The demo is a test database, where fiscaldoo does not call the AI, and suggestions can only be created by the Copilot itself.

Important notes​

  • The rule uses the Classifier's connection. To change it, see How to choose which AI connection each agent uses.
  • The rule reads as the person in Runs as. That person must be able to work in the rule's company.
  • The rule's spend limit adds to the others: the AI stops when any of them is reached.
  • When a run is refused, Last run stays empty and Runs this month does not go up; the reason is in What happened.

Common problems​

“Choose the accountant the rule runs as before turning it on. Nothing was changed.”​

  • Cause: you ticked On without filling in Runs as.
  • What to do: choose the person in Runs as and save again.

In “What happened”, the rule says the Copilot is switched off​

  • Cause: a switch is missing. Besides the general ones and the rule's own, you need AI - Classifier.
  • What to do: ask the Fiscal administration profile to turn it on in Copilot › Control › Switches.