---
title: "Bernard"
weight: 90
description: "Community accounting code suggestion system: search, bulk analysis and sharing."
source_hash: "ea567325"
---

# 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](/accountingassistant/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

![Bernard suggestions on a product card](screenshots/bernard-suggestions-produit.webp)

## 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.