Booking Templates – how does the system learn?
Templates are booking rules learned automatically from your approvals. When a new invoice matches a template, the system books it without AI, free of charge and confirmed straight away. On the Booking Templates page you can deactivate or delete templates.
You don't need to create templates – the system builds them from your approvals. Get here by clicking the Active Templates card on the Ledger home page.
How is a template created?
- An invoice arrives, the AI makes a suggestion, and it appears on the Booking Review page.
- You confirm or correct it. The system remembers: for this partner and this invoice direction (incoming or outgoing), book to these accounts. For bank entries categorized during bank import (such as bank fees), it learns a template for the category.
- The next time an invoice in the same direction arrives from the same partner, the system books it from the template.
Why this is useful
- No credits – template bookings need no AI.
- Instant – no waiting for an AI response.
- Based on your decisions – the template repeats what you confirmed before.
Note: a template booking is confirmed straight away and does not go to the pending list.
What you see on this page
- Template Name – usually the partner name and the invoice direction.
- Match Type and Match Value – what the template matches (partner and invoice direction, or a bank category).
- Hits – how many times the system has used it.
- Active – click to turn the template off or on.
- Delete – removes the template permanently.
What should you do?
- Usually nothing – the system manages templates on its own.
- If a template books incorrectly (for example because the bookkeeping treatment changed), deactivate or delete it. Reverse the wrongly booked items on the Booking Review page, then have them classified again.
- If you correct an invoice booked from a template, the correction updates the template.
Goal: as high a template coverage as possible – the indicator on the Ledger home page turns green above 80%. At that point almost every invoice is booked automatically, using hardly any AI credits.