User Guide · Review and push
Mappings: teach it your ledgers
How suggestions learn, and how to make a rule that works straight away.
How learning works
- Every ledger choice you save is remembered for that client.
- Choose the same ledger for the same kind of narration about five times, and we start suggesting it on our own.
- Correct a suggestion and it drops at once; correct it a second time and it is switched off.
- Want it working from the very next upload? Make a rule — rules apply immediately and win over our built-in suggestions.
Add a rule
- 1Open Mappings and choose the client.
- 2Under Add New Mapping, type a Narration Pattern, for example NEFT SALARY.
- 3Pick the Ledger Name from the client's ledgers.
- 4Click Add Mapping.
A rule matches when every word of your pattern appears in the narration, in any order. Long numbers (4 digits or more), UPI IDs, IFSC codes and prefixes such as UPI, NEFT, IMPS and RTGS are ignored, so keep the pattern to the words that identify the party or purpose.
Other tools on the Mappings page
- Test a Narration: paste a bank narration to see which ledger it would get, and why.
- Your Mappings list: search, filter, edit with the pencil icon, or delete with the bin icon. Frequency shows how many times a pattern has been confirmed.
- Learned name aliases: remembered each time you correct a party's ledger. They apply before everything else; edit or remove them here.
- Blacklist: block a narration pattern, a ledger, or both, from ever being suggested.
- Default Sales & Purchase Ledgers: the ledgers used for sales and purchase vouchers when a row has none. Click Save Defaults.