Business Finance Assistant suggests possible categories for your transactions but sometimes you will need to edit those transactions and the more time you spend re-categorising your transactions, the quicker Business Finance Assistant will 'learn' from your inputs for future automation.
Please follow these steps to re-categorise an incorrectly categorised transaction:
- Find the incoming transaction from your Bank Transactions page
- Press 'Edit' on the transaction line
- Select the check box alongside the transaction(s) that you would like to edit
- Press 'Actions'
- Select 'Clear 1 selected transaction':
If the transaction doesn't clear:
- Press 'Split/Attach' on the transaction line
- Press the X in the circle alongside the attached receipt to remove it:
- Enter the appropriate 'Customer/Supplier', 'Category' and 'VAT' information
- Press 'Done'
- Press 'Confirm'
N.B. If you have expenses or invoices already stored in Business Finance Assistant, instead of categorising the transactions, press the 'Match/Attach document' button to match the expense/invoice so the status changes to 'paid' on your expenses/invoices page.
For further information, please see: Matching documentary evidence to bank transactions