TARS Agentic AI Assistant Settings

TARS is the heart of Hyper’s intelligent automation — your always-on, agentic AI assistant. It works tirelessly in the background to review expenses, enforce your company’s policies, and guide employees through the process in real time. If you are assigned the role of an admin or accountant, you have the ability to fine-tune how TARS operates for your organization, ensuring it reflects your exact policies, approval rules, and accounting preferences.

By adjusting the TARS settings, you can customize how it interprets your expense policy, how it applies GL codes, and even how proactive it is in prompting employees for additional details. This way, TARS not only saves time and reduces errors, but also becomes a perfectly aligned extension of your finance team.

Accessing TARS Settings

To access the TARS Agentic AI Assistant settings:

1. Log in to your Hyper dashboard.
   
2. Click TARS Engine in the left navigation column.
   
3. From here, you can adjust how TARS applies your organization’s Expense Policies and GL Codes.
   

Expense Policies

1. Click on TARS Engine in the left navigation column and select Expense Policies.
   
2. The Expense Policies page will display all your organization’s:
   
1. Expense policies
   
2. Stipend policies
   
3. Per diem policies
   
3. For each policy, you will see:
   
1. Name
   
2. Type
   
3. User groups it applies to
   
4. Date created
   

To edit a policy:

1. Click on any listed policy.
   
2. You will see two tabs at the top of the policy window:
   
1. Expense Guidelines – Rules on what employees can spend, how much, and when receipts are required.
   
2. Approvals – Criteria that determine when expenses are automatically approved and reimbursed.
   
3. Edit the details as needed.
   
4. Click Save Policy at the bottom right of the window
   

GL Codes

The GL Codes section of the TARS Engine allows you to manage how your general ledger accounts are linked to expense categories and how TARS handles them.

1. Click on TARS Engine and select GL Codes.
   
2. You will see a list of synced general ledger accounts from your accounting system, along with their assigned GL codes.
   
3. Use the Active / Archived toggle at the top to switch between current and archived accounts.
   

In the TARS Instructions column (located to the right of each GL account), you can provide specific handling instructions for TARS.

Example:

1. GL Account: Meals and Entertainment
   
2. TARS Instruction: No alcohol purchases allowed for lunch stipends or expenses. Alcohol purchases allowed for client dinners but must not exceed 25% of the total bill.
   

With these instructions in place, if a lunch stipend includes alcohol, TARS will reimburse only the food portion. If a client dinner expense includes alcohol within the 25% limit, TARS will approve it according to your expense policy.

Why TARS Settings Matter

Consistency – Ensures all expenses are reviewed against the same standards.

Policy Enforcement – Automates compliance checks before expenses reach an admin.

Efficiency – Reduces manual review and speeds up approval processes.

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