Correct coding and patterns

Most receipt corrections happen at the expense-line level.

Correct Problems During Review

If An Expense Account Is Wrong

Replace it on the expense line before approval. This is the main correction step for receipts.

If An Expense Account Is Missing

Enter one manually. Sifterra will not let you approve the receipt until every line has an expense account.

If The Receipt Is Itemized And Some Lines Were Coded Badly

Review each line separately. One line can be corrected without changing the others.

Resetting Or Reapplying Coding

If Pattern-Based Coding Needs To Be Updated

Open Manage Expense Patterns from the review page. You can:

• review existing patterns
• test a pattern before relying on it
• add or refine patterns for merchants or item descriptions
• remove auto-created patterns if they are no longer helpful

After changing patterns, use Re-Match Patterns on the review page to rebuild the receipt lines using the current rules.

If The Balancing Account Should Be The Analyzer Default

Use Apply Default Balancing from the expense lines area to push the default balancing account to all lines.

If You Want To Start The Coding Over

Use Clear Expense Accounts and then assign the lines again. This is useful if the receipt was coded from the wrong pattern or default account.

How Saved Patterns Help

Sifterra can remember how similar receipts should be coded. It can match either:

• the merchant name, such as a hotel chain or rideshare provider
• the line description, such as parking, breakfast, internet, or room charge

In everyday use, this means repeat expenses can arrive with suggested coding already filled in.

If auto-learning is enabled, approved receipts can create new patterns for future receipts. These learned patterns should still be reviewed from time to time, especially if they become too broad or start sending charges to the wrong account.