To complete the steps in this article, log in to your account from a web browser at waveapps.com.
Marking a transaction as reviewed on the Transactions page helps you ensure all the details of the transaction are verified.
You cannot review a transaction if the category or account fields have missing details. Fill in these fields before marking transactions as reviewed. Leaving a transaction unreviewed does not impact your reports or your ability to perform bank reconciliation.
To mark a transaction as reviewed:
- On the left-side menu, click Accounting > Transactions.
- To mark a transaction as reviewed, click on the checkmark icon to its right.
Automatically merged or categorized transactions have an auto-updates icon in place of the Mark as reviewed checkmark button. Learn more in Review auto-updates to your transactions.
To bulk review transactions, select the checkboxes to the left of the transactions, then click the checkmark icon at the top of the transactions list. 