Review and approval
The Review Grid, ledger suggestions, keyword rules, and approving rows.
9 articles
Review Grid
Ledgers and rules
- How ledgers are suggestedYour keyword rules come first, then vendor memory, then an AI suggestion from your own chart of accounts.
- Save a keyword ruleTell AutoBooks once that a word means a ledger. Current and future rows follow the rule.
- Create a suggested ledgerWhen no ledger fits, AutoBooks suggests a new one. Create it under any group, or dismiss it.
Approving
- Add to trial balance or Send to TallyTwo separate actions. Do either, both, or neither, in any order.
- Reject a rowReject rows that should not be booked. When nothing from a file is pending, the file becomes Reviewed.
- Discrepancy alertsAutoBooks flags missing ledgers, possible duplicate payments, bank fees, and unusual amounts.
- VAT on invoices and receiptsWhen the client has a VAT registration number, tax is split onto its own line. Otherwise it stays inside the expense.