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Most entries can be coded before anyone looks at them. For each dimension, Slash uses the first of these that applies:
  1. A rule you’ve set up, such as “this card always books to Software”.
  2. A suggestion from the accounting intelligence agent.
  3. The dimension’s default value.

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Create a rule

A rule, called a mapping in the API, sets one dimension for every transaction that involves a given card, merchant, contact or other source. Create one with Create or replace an accounting mapping:
New rules apply to entries created from then on. Set applyToExistingEntries to also recode entries that are still in_review; sending an existing rule again with it applies that rule to them. When several rules set the same dimension, the most specific one wins, in this order:
  1. contact
  2. merchant
  3. merchant_category
  4. card
  5. card_group
  6. virtual_account
Each source sets a dimension at most once, so writing a rule for the same source and dimension replaces the old one. On platforms that keep account mappings per subsidiary, such as NetSuite, the account rules of account and accounts_payable sources belong to the connection’s default subsidiary. Every other rule applies to the whole connection.

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Review and remove rules

List accounting mappings shows every rule on the connection, both the ones people wrote (createdBy: user) and the ones the intelligence agent created (createdBy: ai). Filter by sourceType, sourceId or dimensionKey. Delete an accounting mapping removes a rule. Entries it already coded keep their values.

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Accounting intelligence

The accounting intelligence agent codes what no rule covers, based on the merchant, card and past transactions. Its suggestions are saved as rules, so you can correct one by writing your own rule for the same source. Choose which dimensions it codes with Update accounting intelligence settings:
The settings you read report enabledDimensionKeys as what the agent codes under the current mode, and you can send that object back unchanged. To pick dimensions, switch to selected_fields.

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Switch dimensions on or off

Update an accounting dimension switches a dimension on or off for coding and renames it.

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Set a default value

A default is used when no rule or suggestion applies, for example “everything is Operations unless a rule says otherwise”. Set it with defaultValueId on Update an accounting dimension.

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Choose which values can be used

Charts of accounts often include retired accounts and one-off vendors. Switch a value off so it can’t be used for coding with Enable or disable a dimension value, or switch up to 100 at once with Enable or disable many dimension values. Entries already coded with a value keep it.

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Pull new records from the platform

Slash refreshes accounts, vendors and other values from the platform on a schedule. If you just created a record there and need it now, call Pull the latest records from the accounting platform. The pull runs in the background; list the dimension’s values to see when the new record arrives.