Imports

Mapping Rule Coverage

Active import rules mapped against dimension requirement policies. This view shows which rules can produce dimension-ready journal drafts and which rules need richer assignments.

Rules

database

Complete

dimension-ready rules

Needs work

missing policy dimensions

Missing keys

unique missing dimensions

Safe apply

ready recommendation patches

Active Rules

Import review

PSA billable delivery

psa

Policy labor_cost_lines | Priority 30 | Confidence medium

Match workType: billable

practice: integrationscost_category: payroll

add employeeadd department

Recommended Additions

review required

employee: needs_reviewdepartment: needs_review

Apply safe defaults only after finance reviews source context, project links, and employee/vendor mappings.

Rule includes recommendations that require finance review.No safe additions are available to apply.

ADP payroll taxes

qbo

Policy labor_cost_lines | Priority 10 | Confidence high

Match memo: tax | vendor: adp

department: operationscost_category: payroll_taxsource_system: adp_wfn

add employeeadd practice

Recommended Additions

review required

employee: needs_reviewpractice: needs_review

Apply safe defaults only after finance reviews source context, project links, and employee/vendor mappings.

Rule includes recommendations that require finance review.No safe additions are available to apply.

Merchant/payment fees

qbo

Policy bank_card_lines | Priority 20 | Confidence medium

Match memo: fee

department: administrationcost_category: merchant_fees

add source_system

Recommended Additions

safe to apply

source_system: qbo

Recommended additions can be applied without changing posting accounts.