Make changes safely with Arcarius

Arcarius does not make a change without your consent. You either approve one specific action or use a matching standing authorization that was deliberately granted earlier.

Your role and permissions continue to apply. A blocked action remains blocked even if you request it in chat.

Approve an individual change

Before Arcarius makes a change, it shows an action card with the target and the most important changes.

Depending on the action, you can:

• Approve the action shown;
• Edit or request a change; or
• Reject the action.

Related changes may be shown together. Arcarius then processes them in the order displayed.

Review entries and invoices with supporting documents

For entries and creditor or debtor invoices, Arcarius shows a dedicated review card. Check the date, counterparty, accounts, VAT, amounts, and booking text in particular.

For entries and creditor invoices, you can open suitable uploaded documents before approval and – where several are available – choose which ones should be transferred. After execution, Arcarius shows whether a document was successfully attached in bexio. A failed transfer remains visible and can be retried.

You can first release a creditor invoice as a bexio draft and post it definitively afterwards. For debtor invoices, you also review the line items and payment method. Arcarius does not silently change an invoice that has already been issued definitively; cancelling it requires explicit confirmation.

What does “Always allow” mean?

For suitable actions, the action card may also show Always allow. This lets the same clearly scoped action run in future requests without asking for approval every time.

A standing authorization never applies to every change. It remains limited to:

• the relevant company;
• the connected accounting system;
• the type of action shown;
• the role of the user carrying it out;
• the specific target covered by the authorization.

Example: A standing authorization for editing a customer applies only to the customer shown on the action card. An authorization to create new customers applies only to that creation action within the relevant company and connected accounting system.

Which actions can show “Always allow”?

A standing authorization may currently be offered for:

• creating customers
• updating a specific customer
• creating suppliers

Deactivating a customer and reloading accounting data continue to require individual approval. Financial or deletion actions cannot be permanently authorized.

Always allow appears only when the feature is enabled for the company, the action is suitable, and you may both perform the action and manage the relevant settings.

Revoke a standing authorization

1. Open Settings → Arcarius → Agent action policies.
2. Go to Active standing authorizations.
3. Select the authorization.
4. Choose Revoke.

The authorization can no longer approve new actions. The next matching action requires individual approval again unless it is blocked.

Control actions by role

Under Settings → Arcarius → Agent action policies, authorized users can decide for each role whether an action requires approval or is fully blocked.

Supported roles are organization owner, organization admin, mandate lead, and staff.

A standing authorization is not configured broadly in these settings. It is always created from a specific action card where its target and scope are visible.

If the target or connection changes

Before each action, Arcarius checks again that the target, connection, permission, and standing authorization still match.

If something no longer matches, the change is not made automatically. Arcarius asks for a new approval instead.

Read more: One-on-One: Functionality · Collaboration and permissions.