Accounting → AI prompts
Open the AI prompts settings for your organisation.
Update the General context prompt with concise organisation-wide instructions.
Use the Period prompt for service period date handling guidance.
Use the Accounting description prompt for extra booking wording guidance.
Add or adjust incoming purchase rules for GL, analytic accounts, and VAT.
Save the settings and wait for the success message.
Cashfeed trims leading and trailing spaces before saving.
Open the GL or VAT context file area on the matching prompt field.
Select a supported file type such as PDF, image, XML, TXT, CSV, XLS, or XLSX.
Upload one file at a time from the file picker.
Wait for the file chip to appear under the prompt field.
Use the download icon on a file chip to retrieve the uploaded document.
Use the delete icon to unlink a file from the context.
The upload button clears the file picker after each upload, so you can add another file immediately.
Write organisation-wide guidance in the Analytic Account Matching Rules field.
Keep analytic account-specific notes on the relevant analytic account in Accounting items.
Use plain text, with patterns, exceptions, and examples where helpful.
Save the form after updating any analytic guidance.
The field description points to Accounting items for account-specific notes.
Check that the organisation is selected correctly.
Try saving again after editing the prompt text.
Wait until the current save finishes before editing more fields.
Contact Cashfeed support if the error message keeps returning.
Make sure the file is one of the supported types.
Try a different browser file picker if the file is not accepted.
Upload a single file, not a multi-file selection.
Contact Cashfeed support if supported files still fail to attach.
Look for the file chip under the same prompt field where you uploaded it.
Upload the file again if the list was cleared after a failed save.
Use the download icon to confirm the file is attached.
Contact Cashfeed support if the chip never appears after upload.
Refresh the page after saving.
Confirm you saved the prompt field, not just typed into it.
Check whether the relevant document was uploaded to the matching GL or VAT section.
Contact Cashfeed support if booking still ignores the updated guidance.
