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04 · Keep the books straight · 24 seconds
Code what happened
Open an uncoded charge and Arvis has already read it. Take the suggested GL, pick the cost code and the sub-project, drag the receipt in, leave a note. One row, coded properly, in about fifteen seconds.
In this clip
0:02Open an uncoded charge
0:04Arvis suggests the GL
0:07Cost code
0:09Sub-project
0:11Drag the receipt in
0:14Leave a note
0:19Coded, and it stays coded
Replaces: A month-end export and an evening of guessing what a charge was for.
It learns your coding
The suggestion comes from how you coded that vendor before, not from a generic model.
Receipt on the record
Dragged straight onto the transaction, so the evidence and the entry never separate.
Coded once
Hand-coding is kept: a later sync will not quietly overwrite what you decided.
The whole loop
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