Accepting and overriding AI suggestions
Every suggestion shows the proposed account, contact, GST treatment, and why the AI chose it. You stay in control — nothing posts to your ledger without your approval.
Where suggestions come from
Your rules — if you have set an explicit rule for a payee or pattern, it wins outright.
Your history — if you have coded this payee before, the AI follows your precedent.
AI analysis — for new or ambiguous payees, the AI reads the transaction details and your business profile to propose the most likely coding.
When to override
If the account or GST treatment is wrong, click into the line and change it before accepting. Common cases: a supplier that sells you two different kinds of thing, a payment that is partly personal, or a GST-free supply the AI assumed was standard-rated. Your correction is remembered — similar future transactions will follow your lead, so the queue gets faster the more you use it.
Bulk accepting
High-confidence suggestions can be accepted quickly in sequence, and the confident-lines bulk action clears the unambiguous ones in one go. Before bulk-accepting, scan for flags — Low confidence, Unusual amount, Possible personal and New payee all mean “look twice”. See What the confidence flags mean.
Overriding is not a failure of the AI — it is how you teach it. The first month of corrections buys you months of accurate autopilot.