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Fix account and VAT on a document

When AI suggests the wrong account or VAT rate, fix it before booking — and help the system get it right next time.

Written by Nicki Elgaard

AI is often right — not always. Fix account and VAT on the line before you approve so the posting in e-conomic, Dinero, or Billy is correct.

Before you start

  • Document is in review (bill or receipt)

  • You know the right ledger account and VAT rate (or have the chart of accounts)

  • Permission to edit and book

Steps

1. Open the document

Go to Bills or Documents and open the item with the wrong suggestion.

2. Check extracted fields

Amount, supplier, date, invoice number. Fix OCR/AI mistakes.

3. Fix account

Choose the correct ledger account. Use search if the chart is long.

4. Fix VAT

Choose the correct VAT rate / code (25%, 0%, reverse charge, etc. per your chart).

5. Save and approve / book

Confirm. In auto mode, similar documents often improve over time because the system learns from corrections.

6. (Optional) Check in accounting

Open the posting in e-conomic/Dinero/Billy after sync.

Check that it worked

  • Account and VAT are correct on the document in Payfriend

  • Same values appear in the accounting system

  • Similar suppliers improve over time

Common issues

Symptom

Cause

Fix

Can’t change account

Already booked

Correct/credit in accounting or ask bookkeeper

VAT report differs

Fixed only in one place

Fix source and sync

Same error repeats

Wrong supplier link

Set the correct supplier on the document

Next steps

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