Bernard

Bernard is a community service that suggests accounting codes based on the assignments shared by other Dolibarr users. It helps find the right account for a bank label or a product.

Principle

Each user can share their accounting assignments (codes and labels, with no financial data at all). Bernard aggregates these contributions and offers them as suggestions to other users.

Connection and configuration

See the Configuration page (Bernard tab) to connect your instance to Bernard and set the options.

Suggestions on product cards

When a product has no purchase or sales accounting account configured, an Ask Bernard button appears on its card. Clicking it:

1. Bernard searches for suggestions matching the product label
2. The results are displayed with the accounting code, its label and the share of community assignments that retain this account, as a percentage
3. Click Apply next to a suggestion to assign the code to the product

Searching for accounting codes

Access the Bernard search page via Accounting > Accounting Assistant > Bernard (link in the configuration) or from the Search accounting codes menu.

Single search

Enter a label (e.g.: URSSAF, EDF, ORANGE...) and Bernard displays the suggested accounting codes with:

• The matching pattern
• The proposed accounting code
• The number of votes from the community
• The local status (existing account, to create, disabled, conflict)

You can adopt a suggestion (add it to your chart of accounts) or contribute a new pattern.

Bulk analysis of bank entries

This feature analyzes the labels of account 512 (bank) for a given year and suggests accounting codes for each entry:

• Found -- Bernard knows the pattern and proposes a code
• Unknown -- No suggestion available

For each suggestion found, the module checks the local status: existing and active account, conflict with another account, or account to create.

Sharing with the community

One-off contribution

After each manual assignment of an accounting code, Bernard can offer to share this assignment (if the option is enabled in the configuration).

Bulk export

From the Bernard export page, share your accounting assignments in bulk:

1. Select the period (closed financial year recommended)
2. The module extracts the patterns of your expense entries (class 6) with at least 2 occurrences
3. Preview the patterns to send
4. Click Send to Bernard

Only patterns and codes are shared. No amount, customer name or financial data is transmitted.

Chart of accounts synchronization

Synchronization sends your complete chart of accounts and your entry patterns to Bernard. This allows it to offer suggestions suited to your activity.

Karma and badges

Each contribution to Bernard increases your karma. Badges reward active contributors. Your karma and your badge are visible on the Bernard configuration page.