We’ve released a Beta program for our Accounting Co-pilot functionality. With this feature, users are now able to click a button to get suggestions for all GL software attributes that are unfilled for transactions where we are confident in our recommendations. Then, users can “accept” the suggestion in order to fill in the attribute. You’ll do this by clicking on the green checkmark next to the attribute. If you don’t want to accept the suggestion, you can either ignore the suggestion or fill in the suggestion with one of your own.
In order to use this feature, navigate to the accounting dashboard, and you’ll see a generate suggestion button above your most recent transactions

You can click this button, and your co-pilot will generate suggestions for all available fields for which it has enough data. It will do this for the transactions you have available in your view that do not already have an attribute assigned.
You can also generate suggestions for a single transaction by navigating into the transaction detailed view and selecting the generate suggestion button.

Suggestions must be accepted before they can be applied; if the suggestion is not accepted, no attribute will be recorded.

You can toggle suggestions on or off on the accounting settings page.
