Codex settings

Settings → Codex controls bookkeeping assistance and review rules for your organization. Saving requires write access; a read-only Viewer can inspect permitted data but cannot change these rules.

AI suggestions

• Morning briefing on the Overview is the current setting label; it controls the written briefing now shown on Codex → Brief.
• Suggest sorting automatically on the To review page controls whether suggestions are requested when that page opens. Turning it off is different from disabling a manually requested sort.
• The confidence selector controls eligibility for one-click filing. The default is 70%.

Confidence is the model's own score, not a measured probability that a category is correct. Check ambiguous vendors and job assignments even when the score is high. These AI features can send relevant bookkeeping information to your configured AI service.

Money and review limits

The amount gate determines which suggestions can use the one-click path. Charges at or above the gate require explicit selection; the default gate is $1,000. A value of 0 disables eligibility for that shortcut.

The tax fields provide inputs for estimates, not tax collection or filing:

• Business state and a state-rate suggestion/override.
• Federal income-tax rate.
• The flat set-aside rate used when no state is selected.

Changing a tax-estimate input does not change Stripe's invoice tax configuration or move money into a tax account.

Warnings and sorting

The page includes a thin-margin warning threshold, a possible-duplicate date window, and a minimum amount for duplicate warnings. A flag is a reason to inspect records, not proof of a duplicate charge or the final profit on a job.

Choose the default category for job charges and whether saved vendor rules apply during bank sync. Rule-based automatic sorting is separate from AI suggestions and their confidence threshold.

Manage saved rules at Codex → Bank → Rules and categories at Codex → Bank → Categories. Renaming a category changes its display label; it does not convert the transaction into another kind of charge.

Bank connections and assistant boundaries

The settings page shows bank connections and links to the bank workflow. Review connection state and actual sync results before relying on the latest balance or transactions.

Authenticated Codex/Advisor features may use bank-derived information. The external MCP tools deliberately exclude bank-feed-derived money findings; enabling an MCP key does not make the bank feed an unrestricted agent dataset.

Plan fees, Stripe processing fees, client invoice tax, and tax set-aside estimates are different concepts. Do not classify all of them as “tax collected.”