Review queue
Bank transactions Alison was not confident enough to categorize on her own, waiting for your call.
In Solo Superstars
Open Accounting › Bank review. Each row shows the suggestion and why; accept, change, split, or match to a document. An empty queue is one of the conditions for a monthly close.
Example
12 lines to review after a July import: 9 accepted as suggested, 2 changed, 1 split between supplies and meals.
Codes shown are the defaults a new workspace starts with. Yours may be renamed or renumbered — check Accounting › Chart of accounts. See the full default chart.
Also called
- bank review
- needs review
- for review
Related
- Categorize — Telling a bank transaction which ledger account it belongs to. Alison does most of it; you confirm the uncertain ones.
- Approval — A change Alison has prepared but will not apply until you say yes. Approving posts it; rejecting discards it and she remembers why.
- Categorization confidence — Alison’s estimate, from 0 to 1, that her suggested account for a transaction is right. Shown on every suggestion.
- Close exception — Something that blocks a monthly close: an uncategorized transaction, an unreconciled statement, an unbalanced clearing account.