AI GL coding and dimensions

From synced fields to coded spend

Once your accounting system is connected, your GL accounts and dimensions, like departments, locations, projects and classes, are in Summit. This video shows how charges get coded to them, and how Summit's suggestions do most of the work.

Choose your coding fields

Start in Settings, Accounting, Accounting fields. Here you choose which fields people see, which ones are required, and whether each shows on the web, in the mobile app, or both. You can rename a field to match what your team calls it. If your team says "Job" instead of "Project", call it Job. You can also import values from a CSV. Keep cardholders' screens simple. Show them the one or two fields they actually know, and leave the rest to accounting.

Where each charge stands

On Transactions, the tabs tell you where each charge stands. Needs Review means something is still missing: coding, approval, a receipt or a memo. Ready means it's done and waiting to go to accounting. Synced means it's in your books. All shows everything. On each row, the badge by the merchant shows where approval stands, and a GL account with a dashed outline and a check is a suggestion waiting for you to accept it.

Use suggestions

Open a charge. At the top of the panel, Suggested coding shows the GL account, project and task Summit would use, how sure it is, and why: here, how your team coded this merchant before. Under each field, AI suggests shows the same pick. Click Apply suggestion to use it, or Edit to change it first. Changes save on their own. Because suggestions draw on your team's past coding, they get better the more your team codes.

Code in bulk and split

For a stack of similar charges, tick the rows on Transactions and click Bulk Code. Fill in the fields and click Apply to N transactions. The same bar has Mark Ready and Mark Excluded. When one charge belongs to more than one job or department, open it in full view and click Split across departments or projects. Add Another Split until they add up to the total, then click Save Splits. Pending charges can't be split. Splits are included on the Professional plan and up.

Let Summit AI do more

By default Summit suggests and a person accepts. An Admin decides whether it does more, in Settings, Summit AI. Company level sets the most any skill may do: Watch, Suggest or Act. The Coding card says, in plain words, how much it does on its own today. Open its Settings to choose its coding scope: every field, only the fields you select, or suggestions only. A materiality threshold sends charges above an amount to a person, even when Summit is confident. What it may apply on its own depends on your plan. Like everything in Summit that acts on its own, applying coding without a person starts off. Raise it when you're comfortable with the suggestions you're seeing.