Taxnify Workspace
Preferences

Settings

Manage workspace preferences, classification rules, statement accounts, billing links, and support details.

Use these settings to control how Taxnify behaves for this workspace.

Personalize

Language & Appearance

Choose how the workspace looks and which language it uses by default.

Document Intelligence

Classification Rules

Configure company aliases and document keyword rules that Taxnify should use for this workspace.

How classification rules work

When to add a rule

Use company alias rules for customer-specific names and document keyword rules for recurring wording that should route files to Avis, Kontoauszug, Mahnung, Belege, Payroll, Kreditor, Debitor, or Unknown.

  1. Choose a clear rule name. The name is only for your team, so make it easy to recognize later.
  2. For a company alias rule, select the target company. For a document keyword rule, select the target document category instead.
  3. Add one pattern per line. For aliases, use legal names, trading names, owner names, abbreviations, old company names, or recurring wording. For document keywords, use wording that reliably appears only on that document type.
  4. Leave confidence around 90 unless you are testing. Higher confidence means the alias is trusted more strongly, but Taxnify still checks document role so an outgoing invoice is not blindly treated as a supplier invoice.
  5. Use exclude patterns for dangerous overlaps, such as excluding “Kontoauszug” from an Avis rule. Disable a rule instead of deleting it when you want to pause it.
Example If “Nangoli” should be understood as “ASN Transporte”, create a company alias rule for ASN and add “Nangoli”. If “Lastschriftankündigung” should always go to Avis, create a document keyword rule with target category Avis.

Test this rule

Paste a filename, document text, or statement row to see which rule would match before you save or enable it.

Configured Classification Rules

Taxnify uses these rules when classifying OCR, email, e-invoices, uploads, and report rows.

Cards & Statements

Statement Accounts

Configure bank, card, PayPal, or custom statement sources and where Taxnify should look for matching receipts.

How statement accounts and receipt matching work

When to add a statement account

Use a statement account for credit cards, bank accounts, PayPal exports, or any recurring report where Taxnify should match report rows to receipt files. AMEX, Visa, bank, PayPal, and custom report sources can each be configured per customer.

  1. Give the account a display name your team will recognize, such as “Mili AMEX card”, “Main bank account”, or “PayPal shop account”.
  2. Choose the provider. Use American Express, Bank, or PayPal when it fits; use Custom for any other card, report source, or statement format.
  3. Choose the identifier type and value Taxnify can find in the statement or filename. Provider text is best for wording like “AMEX”, masked card is best for card endings, IBAN is best for bank statements, and username is useful for PayPal or portal exports.
  4. Select the owning company. This is the company that owns the card or statement and usually defines where the report belongs.
  5. Select receipt search companies. Taxnify will search those companies when matching receipts, which is useful when one company card pays receipts that may be filed under related companies.
  6. Use merchant aliases when report descriptions and receipt filenames use different names for the same vendor. Write one merchant per line, for example “Amazon: AMZN, Amazon Payments”.
  7. After saving, run Analysis for a statement. Automatic matches and manual receipt assignments are marked separately so the team can see what Taxnify found and what a person selected.
Example If a client uses a company Visa card instead of AMEX, create a Custom or Bank statement account, enter the card text or masked card number as the identifier, choose the owning company, select the companies where receipts may appear, and add merchant aliases for vendors that appear under shortened names in the report.

Optional. Add one merchant per line to improve receipt matching for statement descriptions.

Receipt search companies

Configured Statement Sources

Taxnify uses these sources when matching statement rows to receipt files.

Subscription

Subscription & Billing

Open the billing workspace to manage plan history, invoices, and renewal actions.

Manage your subscription and invoices.

Support

Support & About

Find support contact details and workspace information.

If you need help, contact our support:

support@taxnify.de

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App Version: 1.0.0