# Matching learns from your corrections

How booking matching improves from your corrections.

When you fix **booking accounts** or **BU codes** on invoices, Cortena can turn repeated corrections into **tenant-specific matching rules** merged into your matching guidelines, so the next similar invoice matches correctly without manual edits.

**Who this is for:** Finance leads who maintain the **Chart of Account Matching Guide** and want Cortena to absorb stable correction patterns (B4 learning) without writing every rule by hand.

## 1. What counts as a correction

Learning focuses on **supervised changes** you make to match data, typically:

- Booking account on header or line items
- BU code (business unit) where used

Automatic agent proposals you accept without change are not corrections. Repeated manual fixes on the same supplier, wording, or line pattern signal that a **rule** should exist.

## 2. How learning reaches matching

When tenant feature **Invoice matching learned guidelines (auto)** is enabled:

1. Cortena collects eligible corrections over time.
2. Similar edits are clustered into candidate rules (supplier + line context → account / BU).
3. A scheduled sync merges vetted rules into the tenant’s **learned guidelines** document (Google Doc) used during matching.
4. The payables matching agent reads those rules alongside your **Chart of Account Matching Guide** and chart spreadsheet.

Provisioning may create the learned doc when the feature is first enabled for a new workspace.

Pair with [Instructing Cortena Agents for booking accounts](https://help.cortena.ai/guides/invoices/instructing-agents-booking-accounts) for manual rules, and [Matching correction](https://help.cortena.ai/guides/invoices/matching-correction) for one-off automated fixes on a single invoice.

## 3. What improves for AP

Over time you should see:

- Fewer **Needs review** invoices for repeat suppliers you already corrected
- More stable first-pass booking on line descriptions you fixed before
- Clearer **Ready to sync** when invalid matches are resolved

Learning does not replace strong rules in the Matching Guide. Promote recurring learned lines into explicit guide text when they are business policy, not one-off exceptions.

## 4. Tips and limitations

- Feature must be enabled per tenant (**Invoice matching learned guidelines (auto)**).
- Learning runs on a schedule. Expect days, not minutes, before new corrections appear in matching.
- Noisy corrections (one-time projects) may produce rules you should delete from the learned doc or override in the Matching Guide.
- BU and account learning respects tenant matching policy; disabled features or stripped match fields are not learned.
- Super-admin / admin sync tools may force a guidelines refresh after large correction campaigns.

## Quick reference

| **Task** | **Where** |
| --- | --- |
| Enable learning | Tenant feature **Invoice matching learned guidelines (auto)** |
| Write hard rules | **Settings → Accounting Preferences → Matching Guidelines & Instructions** |
| Correct a match | Invoice detail → booking account / BU → save |
| Understand automated fixes | [Matching correction](https://help.cortena.ai/guides/invoices/matching-correction) |
| Teach the agent manually | [Instructing booking agents](https://help.cortena.ai/guides/invoices/instructing-agents-booking-accounts) |