Ledgers and rules
How ledgers are suggested
Your keyword rules come first, then vendor memory, then an AI suggestion from your own chart of accounts.
Updated 10 October 20261 min read
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After a document is read, AutoBooks tries to place each line on the client's chart of accounts. It works through these steps in order and stops at the first match.
- 1Keyword rules you saved. For example, description contains Bolt, use Transport.
- 2Vendor memory. If this supplier name or TIN was booked to a ledger before, that ledger is reused.
- 3Fixed rules. Z-Reports go to Sales Revenue.
- 4An AI suggestion that matches the wording to your existing ledgers.
- 5A similarity match to a ledger that looks close.
- 6If nothing fits, a suggested new ledger name that you can create or dismiss.
How to tell them apart
| Icon | Meaning |
|---|---|
| Filter icon | Assigned by one of your keyword rules. |
| Sparkles | An AI suggestion. Check it. |
| Vendor memory tooltip | Reused from an earlier booking for the same supplier. |
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Related articles
- Ledgers and rulesSave a keyword ruleTell AutoBooks once that a word means a ledger. Current and future rows follow the rule.
- Ledgers and rulesCreate a suggested ledgerWhen no ledger fits, AutoBooks suggests a new one. Create it under any group, or dismiss it.
- Companies and syncSync MastersCopies ledgers, groups, and voucher types from Tally into AutoBooks.
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