Suppliers & Coding Rules

Overview

Suppliers appear here automatically as invoices are processed. For each one you can see how many invoices and learned coding rules it has, assign an industry and a default account, and fine-tune per-line-description rules. Clean supplier data directly improves automatic coding and exports.

The Supplier List

Each row shows the supplier name (with its aliases underneath), invoice count, learned rule count, an Industry dropdown, and a Default account picker. The list is searchable by name or alias.

• Industry — helps the AI pick plausible accounts for this supplier (e.g. Software & SaaS, Professional Services, Logistics & Shipping)
• Default account — the account used for this supplier's lines when no more specific rule matches. When no default is set but a clear pattern exists, the row shows a "Mostly coded to …" hint instead.

Merging Duplicates

When several supplier entries look like the same company, an amber banner shows "[N] possible duplicates found". Suggestions are based on, in order of confidence:

• Same tax ID
• Same email domain
• Similar name

Click Merge into [name] to fold the duplicates into the supplier with the most invoices. You can also merge manually: select two or more suppliers with the checkboxes, choose which one to keep, and click Merge selected.

Merging moves all invoices and coding rules to the kept supplier; the merged names become its aliases, so future invoices from those senders resolve to it automatically. Suppliers can't be deleted — only merged.

Line-Item Rules

Expand a supplier row (chevron) to see its line-item rules — coding rules tied to specific line descriptions (e.g. "software license" → account 6820). Each rule shows its source (Manual, AI, or Imported), how many times it's been used, and a delete button. Add a rule with the line-description field and account picker below the list.

How Coding Resolves

When a new invoice line is coded, Tailride checks in order:

1. A line-description rule for this supplier matching the line
2. The supplier's default account
3. AI classification against your chart of accounts, using the supplier's industry as context

Confirmed codings become new learned rules, so accuracy improves as you work.