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How to Manage Accounting Codes with the AI Assistant

Updated this week

Create and update charge codes, credit codes, job/task codes, and depreciation schedules.

What you can say

  • "Create charge codes that match our GL account structure."

  • "Add credit codes for tenant chargebacks."

  • "Create job codes for Phase 1 Demo, Phase 2 Install, and Phase 3 Closeout."

  • "Create a depreciation schedule β€” 15 year useful life, straight line, $5,000 salvage value."

  • "Import charge codes from this spreadsheet."

  • "Import job codes from this file."

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