Accounting › Finance Intelligence
Assistant Suggestions
Suggestion rather than detection, with the reasoning attached. "Because the last nine invoices from this supplier were coded 6410" is a reason a person can check; a confidence score is not.
Where to find it
- Module: Accounting
- Group: Spend & Risk
- Section: Finance Intelligence
- Screen: Assistant Suggestions
Address in the console: /accounting/ai-suggestions
Read-only list · 10 columns · 1 action
This list is read-only: its records are written by the work that produces them. A correction, where one is possible at all, is made where the record was created.
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Offered | Date and time | created_at |
| Type | Status | suggestion_type |
| Document | Code | document_no |
| Reasoning | Text | suggested_text |
| Confidence | Number | confidence |
| Alternatives | Number | alternative_count |
| Decision | Status | status |
| Taken | Yes or no | was_taken |
| Decided by | Text | accepted_by_name |
| Minutes | Number | decision_minutes |
What you can do here
Decide primary
Asks for: Decision* What you chose instead Feedback
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.