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Activate and customize Expense Co-Pilot

Co-Pilot is an AI assistant that suggests or completes the accounting of users' purchases based on how earlier purchases were accounted for. As an administrator, you activate Co-Pilot for the company, and then each user decides whether to use it.

🤖 How Co-Pilot works

Co-Pilot compares each new purchase with how similar purchases have been accounted for in the company. When there is a clear pattern, Co-Pilot suggests or fills in the account, VAT and internal accounts. A ⭐ star icon shows which transactions Co-Pilot has accounted for.

👉 Applies to: administrators who turn on, manage or follow up Co-Pilot.

⚙️ Step 1 – Activate Co-Pilot for the company

  1. Go to Administrate > Admin dashboard.
  2. Under Actions, click Enable in the Copilot box.

✅ Co-Pilot is now turned on for all users in the company. From now on, Co-Pilot starts collecting history to base its accounting on.

👉 Should someone not use Co-Pilot? Go to Administrate > Persons, open the person and turn off Co-Pilot on the Co-Pilot tab.

👤 Step 2 – Users turn on Co-Pilot

Once Co-Pilot is activated for the company, each user turns it on or off under My > Settings, on the Co-Pilot tab. Let your users know when you activate it.

📊 Get better suggestions

Co-Pilot learns from approved and corrected accounting. The suggestions get better when:

  • ✅ the chart of accounts is up to date
  • 📂 templates are used consistently
  • 👥 users follow the same routines
  • ✏️ incorrect suggestions are corrected

⚠️ Co-Pilot does not account for representation automatically. The user always fills in participants, purpose and external company name.

⚠️ If Co-Pilot is turned on, it can interfere with Account directly for company card purchases.

🚫 Deactivate Co-Pilot for the company

  1. Go to Administrate > Admin dashboard.
  2. Under Actions, click Disable in the Copilot box.

✅ Co-Pilot no longer accounts for purchases automatically. Accounting suggestions can still appear when users do their accounting.

❓ Frequently asked questions (FAQ)

Can I choose which users get Co-Pilot?
Yes. When you activate Co-Pilot on the admin dashboard, it applies to all users. You turn it off for individual users under Administrate > Persons, on the person's Co-Pilot tab.

Does Co-Pilot always account for purchases automatically?
No, only when there is enough history for a reliable suggestion.

How do I see which transactions Co-Pilot has accounted for?
They are marked with a ⭐ star icon.

Can the accounting be changed?
Yes, both users and administrators can change it before the expense report is submitted.

✅ Summary

  • ⚙️ Activate Co-Pilot under Administrate > Admin dashboard > Actions
  • 👤 Users turn it on themselves under My > Settings
  • 📊 An updated chart of accounts and templates give better suggestions

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