Invoices → open an invoice → line items
Open the invoice and go to its line items.
Choose the analytic account for each relevant line item.
Use the analytic plan that matches the account you need.
Save the invoice after updating the line items.
If your accountant uses multiple plans, make sure you pick the right one first.
Check the suggested analytic account on each line item.
Accept the suggestion when it matches the item's purpose.
Change it when the suggestion does not fit the expense.
Review any context documents that may have influenced the suggestion.
Suggestions are guidance, not a replacement for your own review.
Open the analytic account context area in your accounting settings.
Upload PDF, text, CSV, or Excel documents that explain the account.
Wait for Cashfeed to process the documents and rebuild the guidance.
Remove a document if it was added by mistake, then let Cashfeed rebuild again.
Context changes can affect future suggestions across the organisation.
Open the analytic account you want to guide.
Add a short manual note that explains when to use it.
Use this for booking guidance, not for attaching invoices to accounts.
Clear the note if it is no longer correct.
Keep notes specific, so Cashfeed can apply them more accurately.
Check whether the invoice line item has enough description to classify.
Add or review analytic context documents for the relevant account.
Confirm the account belongs to the right analytic plan.
Contact Cashfeed support if suggestions still do not appear.
Edit the line item and choose the correct analytic account.
Review the manual note on the analytic account for misleading guidance.
Remove any context document that should not influence bookings.
Wait for Cashfeed to rebuild guidance after changing context.
Check that you are looking in the correct analytic plan.
Look for a similar code or description in the plan.
Ask your Cashfeed admin or accountant which plan to use.
Contact Cashfeed support if the account exists elsewhere but is not available here.
Upload only PDF, plain text, CSV, or Excel files.
Try a smaller or simpler file if the document is very large.
Re-upload the file after fixing the file type or contents.
Contact Cashfeed support if the upload still fails.
