Accounting → AI prompts / context documents
Open the accounting prompts and context screen.
Check each prompt field before making changes.
Review the context documents shown under each prompt field.
Click the download icon to inspect a document.
Saved context applies to the whole organisation for the active accounting connection.
Enter or update the general context prompt.
Update the period prompt for service period dates.
Update the accounting description prompt for extra guidance.
Edit incoming purchase rules for GL accounts, analytic accounts, and VAT treatment.
If you book sales invoices too, update outgoing invoice rules as well.
Blank fields are allowed, and saving with empty text clears that part of the context.
Click Add context file(s) in the relevant prompt section.
Select one supported file from your computer.
Wait for the upload to finish before adding another file.
Click the delete icon to unlink a document from the context.
Click the download icon to open a saved document.
Documents appear next to the prompt they belong to, not in a separate library.
