The AI isn't finding my Accounts or Companies. How can I fix this?
For Accounts, most receipts show the card type and last 4 digits (e.g., Visa 1234). For best results, ensure your Accounts in FlipperForce are labeled with the Card Provider name and the last 4 digits. For Companies, the AI looks at the logo and company name on the receipt. Make sure the companies in your Contacts list are named clearly and accurately so the AI can match them.
- For Accounts: Most receipts show the card type and last 4 digits (e.g., Visa 1234). For best results, ensure your Accounts in FlipperForce are labeled with the Card Provider name and the last 4 digits.
- For Companies: The AI looks at the logo and company name on the receipt. Make sure the companies in your Contacts list are named clearly and accurately so the AI can match them.
