Using Code Assist for real-time account code suggestions (PAS)

This help article is related to the Production Accounting Suite

In Wrapbook, production accountants and administrators can manage budgets using either the Production Accounting Suite or Cost tracking. To understand the differences, click here.

The Production Accounting Suite (PAS) is permission based

To access PAS features in Wrapbook, your account must have one of the following roles enabled:

• Role: Company Admin, Accountant

• Custom role with: Accounting & Cost Tracking settings enabled

Overview

Code Assist is a feature in Wrapbook's Production Accounting Suite (PAS) that suggests account and tag codes directly on transaction lines in real-time, without requiring predefined coding rules to be set up first.

As you create a PO, AP invoice, or JE, Code Assist analyzes recent transaction history for the selected vendor and surfaces code suggestions inline, which you can accept by tabbing through or override at any time.

Code Assist is available to all PAS companies and is enabled by default. You can turn it off per project in Project Settings.

How Code Assist works

When you select a vendor on a new PO, AP invoice, or JE, Code Assist evaluates up to 5 of that vendor's recent transactions across all transaction types and looks for consistent coding patterns. If 100% of recent transactions share the same value for a column (Location, Production, Account, Set, 1099, or Free 1–4), Code Assist surfaces that value as a suggestion in the corresponding field on new, empty rows.

Suggestions appear as gray text to indicate they are not yet committed values. You can:

• Accept a suggestion by pressing Tab or clicking into the next field to convert the gray text to a standard entry

• Override a suggestion by typing or selecting a different value

• Ignore a suggestion by leaving the field blank

Note: Code Assist only places suggestions in new, empty rows. Once you interact with a row, Code Assist will not add or modify values in that row. Code Assist will never modify existing rows on a transaction.

If no consistent coding patterns exist for the vendor, no suggestions are made.

How to enable or disable Code Assist

Code Assist is enabled by default on all PAS projects. To turn it off for a specific project:

1. In the left-side navigation, click the dropdown menu and select the project

2. In the left-side navigation, click Project settings

3. In the Accounting sub-menu and click the toggle next to Enable auto-suggested codes turn on/off