Accounting › Finance Intelligence
Coding Patterns
A learned lookup rather than a model. For GL coding this beats a model on both accuracy and explicability, and a person can read it.
Where to find it
- Module: Accounting
- Group: Spend & Risk
- Section: Finance Intelligence
- Screen: Coding Patterns
Address in the console: /accounting/coding-patterns
List · 11 columns · 7 fields on its form · 1 of them required
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 |
|---|---|---|
| Type | Status | pattern_type |
| Matches | Code | match_key |
| Supplier | Text | supplier_name |
| Account | Code | account_no |
| Name | Text | account_name |
| Cost center | Code | cost_center_code |
| Seen | Number | observation_count |
| Agreement % | Number | agreement_pct |
| Confirmed | Yes or no | is_confirmed |
| Last seen | Date and time | last_seen_at |
| Active | Yes or no | is_active |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Type | Choice | supplier, merchant, description, item, employee, customer | |
| Match key required | Text | ||
| Supplier | Choice | Looked up from existing records | |
| Account | Choice | Looked up from existing records | |
| Cost center | Choice | Looked up from existing records | |
| Confirmed — treat as a rule | Yes or no | A pattern somebody has confirmed becomes a rule; one merely observed is only ever a suggestion. | |
| Active | Yes or no |
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.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.