How to Apply AI Suggestions: Step-by-Step Guide

Learn how to apply AI suggestions efficiently using the bulk icon, view suggestion history, and manage categories and vendors like 'Prepaid Insurance' and 'CNA Insurance.'

August 31, 2026 By Aasma Technology Solutions

In this guide, you will learn how to leverage AI-generated suggestions to streamline your workflow. You will explore how to access bulk suggestion tools, review and apply AI recommendations, select appropriate categories, and track the history of previously applied suggestions. This functionality enables data-driven decision-making based on intelligent recommendations while maintaining a comprehensive audit trail for future reference and analysis.

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Step #1: Click here on the bulb icon — Click here on the bulb icon

The system displays a suggestion panel containing AI-generated recommendations for your transactions. This interface shows alternative categorization options based on the AI analysis. For example, you may see a suggestion to categorize a transaction as "Prepaid Insurance" with the vendor "CNA Insurance." To implement a suggestion, click the "Apply this suggestion" button, and the system will automatically update the transaction with the recommended category and vendor information.

Step #2: Click on "Apply This Suggestion" button — Click on "Apply This Suggestion" button

Step #3: The suggestion is Applied successfully — The suggestion is Applied successfully

Step #4: To access the suggestion history, click the bulb icon and select "Show History" from the menu. This opens the history view where you can review all previously applied AI suggestions for your transactions, including past categorizations, vendor assignments, and other automated recommendations. This audit trail allows you to track changes and understand how AI suggestions have been applied over time. — To access the suggestion history, click the bulb icon and select "Show History" from the menu. This opens the history view where you can review all previously applied AI suggestions for your transactions, including past categorizations, vendor assignments, and other automated recommendations. This audit trail allows you to track changes and understand how AI suggestions have been applied over time.

Step #5: History is showing here — History is showing here

You can now efficiently apply AI-generated suggestions to your transactions, track historical changes, and make informed decisions based on intelligent recommendations.

How to Apply AI Suggestions: Step-by-Step Guide

Learn how to apply AI suggestions efficiently using the bulk icon, view suggestion history, and manage categories and vendors like 'Prepaid Insurance' and 'CNA Insurance.'

August 31, 2026 By Aasma Technology Solutions

Let's get started

You can now efficiently apply AI-generated suggestions to your transactions, track historical changes, and make informed decisions based on intelligent recommendations.