Ensuring the accuracy of your transaction details is crucial for maintaining precise financial records. Marking a transaction as reviewed on the Transactions page in COUNT helps verify that all details are accurate and complete. Here's a guide on how to review your transactions effectively:
Why Review Transactions? Marking transactions as reviewed allows you to confirm that all details, such as category and account fields, are correct. It's an essential step in maintaining accurate records, though leaving a transaction unreviewed does not impact your reports or your ability to perform bank reconciliation.
Prerequisites for Reviewing Transactions:
Ensure that the category and account fields are filled in. Transactions with missing details in these fields cannot be marked as reviewed.
Steps to Mark a Transaction as Reviewed:
Navigate to Transactions:
On the left-side menu, click Accounting > Transactions to access your transactions page.
Mark Individual Transactions:
To mark a transaction as reviewed or unreviewed, simply click on the "Confirm" button in the transaction row.
Alternatively, you can click the "Confirm" button within the transaction flyout for a detailed view and mark it as reviewed from there.
Bulk Review Transactions:
To review multiple transactions at once, select the checkboxes to the left of each transaction you wish to review.
After selecting the desired transactions, click the green eye icon at the top of the transactions list to mark them all as reviewed.
By following these steps, you can efficiently review your transactions in COUNT, ensuring your financial data is accurate and up-to-date. This process not only helps in maintaining meticulous records but also facilitates smoother financial management and reporting.