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Custom account assignment references on DeepO

Manage accounting references via Excel: Define, maintain and automate your accounting logic centrally. This saves time, reduces administrative effort and ensures consistent data

The new feature allows account assignments to be managed centrally via an Excel upload. This enables companies to define their account assignment logic individually and manage it at scale, without needing to make manual adjustments directly within the process.

This is particularly beneficial for more complex accounting structures or large volumes of invoices, as it provides greater transparency and significantly reduces administrative effort. The video above demonstrates a practical use case, showing how account assignment references can be uploaded via Excel and automatically applied to an invoice using a “suggestion”.

The custom account assignment references enable centralised maintenance and automated assignment of relevant values. This saves time, improves data consistency and opens up new possibilities for process automation with DeepO.

Full details on how to set up and use custom account assignment references can be found in the corresponding support article.

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