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Review Transactions And Automate Coding

Use this section when bank or card activity needs review, coding, client context, matching, transfers, posting, or automation.

Start By Outcome

Find the right pending rows

🔎Find Transactions To Review
Bank transactions table with seeded pending groups, AI suggestions, grouped rows, and post actions
Bank transactions table with seeded pending groups, AI suggestions, grouped rows, and post actions

Narrow the table

🧰Filter Transactions And Change Columns
Transactions filters panel for narrowing pending activity
Transactions filters panel for narrowing pending activity

Use Wesley suggestions

✨Use Categorize With AI
Bank transactions table showing AI-generated suggestions and Quick Post actions
Bank transactions table showing AI-generated suggestions and Quick Post actions

Post clear activity

⚡Quick Post A Suggested Transaction
Quick Post actions shown on pending transaction rows
Quick Post actions shown on pending transaction rows

Ask the client

💬Ask The Client About A Transaction
Ask client dialog for selected transactions
Ask client dialog for selected transactions

Match or transfer activity

🔗Match A Bank Transaction🔁Create A Transfer
Match selected transaction modal with a suggested match
Match selected transaction modal with a suggested match
Transfer selected transaction modal with transfer-pair context
Transfer selected transaction modal with transfer-pair context

Recommended Order

Open the right queue -> show the evidence you need -> choose post, ask, match, transfer, exclude, or rule -> verify the row leaves the correct queue.

More Transaction Workflows

🧾Review And Post Transactions☑️Use Bulk Actions On Transactions📎Add Or Upload Transaction Documents🤖Create A Rule For Repeat Coding🛫Use Autopilot Safely

Full Transaction Guides

🏦Review The Bank Transaction Feed✅Categorize, Group, And Post Transactions⚙️Automate Repeat Coding With Rules And Autopilot📚Manage Accounting Lists
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