GL Coding Review (GL Consistency Check)

Overview

GL Coding Review helps you catch unusual coding patterns before invoices are finalized.

It highlights items that look different from how you’ve coded similar invoices in the past.

Availability

The feature is available to users who:

• Are using the new beta user interface

• Have ‘Trust Score’ feature enabled on their account

• Available to selected accounts on Enhanced Dimensions

• Currently available as Early Access

How It Works

• The system compares GL codes on invoice line items with past invoices from the same vendor and location

• If a GL code has not been used before, it is flagged for review

This is a pattern-based check, not a strict validation.

What You’ll See in Beta

A “Review” badge on invoices with unusual coding

A Coding Review panel showing:

• Flagged items

• Explanation

Option to:

• Review

• Update GL via line item

*Note: When you update a GL code, the experience remains the same as today. Any existing mapping rules or automapper behavior will continue to apply as usual.

FAQs

Q. Will this automatically fix my coding?
No. This feature highlights items for review. You can update the GL as needed using the existing line item editing flow.

Q. Why is this item flagged?

The GL code hasn’t been used before for this vendor/location.

Q. Why am I seeing this for some invoices but not others?

This appears only when there is enough historical data to compare against. If no history exists, the check is skipped.

Q. Will this show up every time for the same item?

If the GL code continues to appear as new compared to past history, it may be flagged again. Improvements to manage this are planned in future updates.

Additional Information

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