Accounting AI prompts and context documents

Where to find it

Accounting hub → Settings/Prompts tab → Incoming purchases or Outgoing sales sub-tab

✅ Common tasks

Add booking rules for all suppliers

1. Open the accounting prompts area for your accounting connection

2. Pick Incoming purchases or Outgoing sales depending on the flow

3. Expand "Booking rules for all suppliers"

4. Add rules as short, concrete examples rather than one long prompt

5. Save each rule to apply it to future AI bookings

This is the recommended way to correct AI booking — use it instead of long free-text prompts.

Upload a lookup file for context

1. Expand the Files section in the prompts area

2. Click Add context file(s) and select your file

3. Optionally limit it to a specific booking step

4. Wait for it to appear as an attachment chip

Only PDF, JPG, JPEG, PNG, XML, TXT, CSV, XLS or XLSX files are supported.

Set legacy free-text prompts

1. Expand "The old way" section

2. Enter general context, period, or matching-rule prompts as plain text

3. Add description or commodity code prompts if needed

4. Click Save to store all changed fields

Prefer booking rules and Files above — free-text prompts are the older method.

🔗 See also

• Invoice booking (accounting hub)

• Analytic accounts and cost centers

• Accounting connection settings

• VAT codes and VAT reasons

• Accounting master data