GL Suggestions Powered By Ottimate AI

Overview

Assigning GL (General Ledger) codes to invoice line items is an important but often repetitive task. That’s why we’ve improved the auto-mapping process with GL suggestions powered by Ottimate AI to make it smarter and faster—without taking control away from you. AI reduces manual effort by recommending the most likely GL code for unmapped items based on your past activity.

How It Works

1. Ottimate will suggest a GL account if it cannot auto-map a line item using your existing rules.

2. You can accept ✅ or reject ❌ the suggestion directly in the line item.

3. If you accept, Ottimate will remember your choice to improve future suggestions.

4. You can manually select the GL code if no suggestion appears.
   
   

Example: Ottimate suggests the GL account “Purchases” for the line item “Trueclear Water - V3.” This suggestion can be accepted or rejected on the line item. The item “Pad Lgl Rl Perf Ltr We” has no rule or AI match and needs to be coded manually.

Bulk Accept/Reject GL Suggestions

To speed things up even further, Ottimate now lets you accept all AI-predicted GL suggestions on an invoice in one go. Instead of approving each suggested GL code individually, you can bulk accept/reject with a single click. For example:

• Click the ‘Accept GL suggestions’ button at the top of the invoice line items.

• You can still review or override any suggested GL afterward if needed.
  
  

This feature is especially useful for invoices with many uncoded GLs where AI predictions are accurate. It saves time while keeping you in full control. Likewise, in case of wrong GL suggestions, you can choose the ‘Reject GL suggestions’ button.

Also, as you can see below, you have an option to choose how you want to map these bulk accept suggestions: either map the suggested GLs ‘always automatically’ or ‘only this time’.

Availability

This feature is currently in beta and has been enabled for a limited set of accounts. If you’d like to try it out or learn more about when it will be available for your account, please reach out to your Customer Success Manager or Support team.

FAQs

Q: How does AI work alongside my existing GL rules?

A: Ottimate always checks your existing rules first. If a rule exists for a line item, it’s applied automatically. AI only steps in to suggest a GL code when no rule is found and even then, you’re always in control to accept or reject the suggestion.

Q: What happens when I accept an AI suggestion?
A. Ottimate learns from your decision and can create a rule so future line items like this are mapped automatically.

Q: Can I turn off AI suggestions?
A. Yes. Reach out to your Ottimate Account Manager or Support to opt out.

Q: What if the AI suggestion is wrong?
A. You can reject it and select the correct GL. Ottimate will not create a rule based on rejections.

Q: Can I see how much time AI is saving me?
A. We’re working on ways to show you the impact of AI suggestions on your workflow - stay tuned!

Additional Information

For further assistance, contact Ottimate Support by emailing Support@ottimate.com or clicking here.