The magic wand means AI in AIMZ has read the invoice and suggested where it should be linked, for example a specific purchase or an expense item in Setup and Operation. The invoice is still not linked until you confirm the suggestion.
How to use the suggestion
Go to Invoice → Incoming invoice and show the Unlinked invoices.
Look for the magic wand on the left of the invoice line.
If the suggestion is correct, click the magic wand or the quick button to accept it. The invoice is then linked to the suggested place.
If the suggestion is wrong, click Link and choose the right option yourself.
How does the AI make the suggestion?
The AI reads the content of the invoice and the comment field from the accounting system, and looks for matches with contracts, change orders and expense items on the project. For example, it can recognize a cost that has been set aside on a change order.
Good to know
In the linking dialog, purchases and change orders that the AI considers relevant are listed first. That is why you may see contracts at the top that don't immediately seem relevant. You always make the choice yourself.
Ask your subcontractors to mark invoices with the change order number. This gives better suggestions.