Solution Properties
Solution ID:
241107152738230
Last Modified Date:
Fri Sep 12 08:34:48 UTC 2025
Taxonomy Path:
Case category//How do I...//an integration
Author:
[email protected]
Sage Copilot - Anomaly Detection
Description

 CAUTION: This doesn't replace the requirement to check your data is in good health. 

What it does

Sage Copilot can check for potential issues based on:

  • Nominal codes used that differ from the ones you usually use
  • Tax codes used that are different to what you use frequently
  • Transaction amounts being higher or lower than usual
  • Higher or lower amounts of VAT on your recent transactions

These insights can help you spot and correct errors before they become problems.

 NOTE: Sage Copilot isn't available in Sage 50 Accounts Essentials or Client Manager. If you're interested in upgrading from Essentials, leave your details and we'll be in touch. 

Cause
Resolution
  1. Click Transactions.
  2. Select the Sage Copilot button. In v32.0 and below, this is called Copilot insights.
  3. Select one of the options shown against the 4 checks:
    The image shows the Sage Copilot window in the Transactions module, with options to select to check various transaction types.

Select an option below to learn more about each option.

▼ Check nominal codes
  1. Select Transactions with unexpected nominal codes to see a list of flagged transactions.

The image shows a list of transactions with unexpected nominal codes in Sage Copilot.

  1. Click the Actions drop-down to either:
  • Edit the transaction to make corrections
  • Mark the transaction as corrected
  • Ignore the transaction

The image shows the Actions drop-down menu in Sage copilot, with options to correct, mark as corrected or ignore a transaction.

▼ Check tax codes
  1. Select Transactions with unexpected tax codes to see a list of flagged transactions.

The image shows a list of transactions with unexpected tax codes in Sage Copilot.

  1. Click the Actions drop-down to either:
  • Edit the transaction to make corrections
  • Mark the transaction as corrected
  • Ignore the transaction

The image shows the Actions drop-down menu in Sage copilot, with options to correct, mark as corrected or ignore a transaction.

▼ Check transaction amounts
  1. Select Transactions with unexpected amounts to see a list of flagged transactions.

The image shows a list of transactions with unexpected amounts in Sage Copilot.

  1. Click the Actions drop-down to either:
  • Edit the transaction to make corrections
  • Mark the transaction as corrected
  • Ignore the transaction

The image shows the Actions drop-down menu in Sage copilot, with options to correct, mark as corrected or ignore a transaction.

▼ Check VAT amounts
  1. Select Transactions with unexpected VAT amounts to see a list of flagged transactions.

The image shows a list of transactions with unexpected VAT amounts in Sage Copilot.

  1. Click the Actions drop-down to either:
  • Edit the transaction to make corrections
  • Mark the transaction as corrected
  • Ignore the transaction

The image shows the Actions drop-down menu in Sage copilot, with options to correct, mark as corrected or ignore a transaction.

 NOTE: Copilot needs at least 3 months of transaction data to perform a check.

Steps to duplicate
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