Analytic accounts and cost centers

Where to find it

Invoice booking → Invoice details → Line items / analytic dimensions

✅ Common tasks

Check line-item tags

1. Open the invoice and go to Line items.

2. Review the analytic account or cost center on each line.

3. Compare the line description and amount with the suggested tag.

Analytic dimensions are stored per line item, not on the invoice header.

Change a tag

1. Edit the line item you want to classify.

2. Select the correct analytic account or cost center.

3. Replace any wrong suggestion before booking.

4. Click Save on the invoice.

Use the exact analytic account from your connected accounting data.

Improve suggestions

1. Open the analytic account context.

2. Add a short manual note for the account.

3. Upload supporting files as context documents.

4. Wait for processing to finish, then review the suggestions again.

Context documents trigger a rebuild before updated suggestions appear.

🔗 See also

• Invoice booking (accounting hub)

• Reviewing and editing incoming invoice line items

• Accounting master data

• Accounting AI prompts and context documents

• Expense types and mappings