Coding consistency and defaults

Goal

Find where spend is coded inconsistently for the same supplier, employee, spend type or category, read the configured defaults and suggestion strategy to see why, and fix the setup - set the missing default on the supplier, correct an overridden one, or say which field setting has to change to make an inert one apply - so future coding lands right the first time.

When to use it

When the user says coding keeps coming out wrong - "we keep recoding this vendor", "our coding is a mess", "why does this supplier never come through right", "expenses keep landing in the wrong category" - or asks to improve or correct expense coding, find inconsistently-coded suppliers, decide what a supplier, employee or spend type should default to, or check whether supplier defaults are set up and actually applying.

Example prompt

Help me with coding consistency and defaults.

Stop fixing the same coding mistake every month. The assistant reads how your coding is configured today, finds where the same supplier, employee or spend type is coded inconsistently, and tells you which suppliers have no default, which have one people keep overriding, and which have one that never applies because the field suggestion setting does not consult it.

How it works

Reads your current setup: each expense field suggestion setting and each candidate supplier configured defaults.
Finds the suppliers and spend types whose coding varies when it should not, ranked by spend; individual coding habits stay an unranked coaching note.
Sets the agreed default on the supplier once you confirm it, or hands you the exact change to make where the assistant cannot apply it, tells you which field setting to switch where a default is configured but never applies, and re-codes the stragglers you approve.