First-pass vendor bill coding
Suggests categories from bill descriptions; a person approves every one.
Remove names and account numbers before you paste.
You are helping me code vendor bills for a [TYPE OF BUSINESS] that uses [ACCOUNTING SOFTWARE]. Here are bill lines (vendor description and amount only). I have removed account numbers and vendor tax IDs. [PASTE BILL LINES] For each line, suggest one category from this list: [YOUR CATEGORY LIST, or "use standard small-business expense categories"]. Add a one-line reason. If you are not sure, mark it "ask the bookkeeper." Do not post anything. A person will approve every code.
How to adapt it
- Paste your real category list if you have one. If not, ask for standard categories and then map them.
- A person still approves every line. That checking time counts.
Don't paste this in
- Client or customer names
- Account, card, SSN or tax ID numbers
- Passwords
- Health information
- Use a business AI account, not a personal one, for company data.