Review your transactions

Marking a transaction as reviewed on the Transactions page helps you ensure all the details of the transaction are verified.

When you import or create a transaction, check the description, select a category, add a sales tax if applicable, and add customer or contractor information to verify the information.

Only the Category field is mandatory to verify the transaction. Leaving a transaction unreviewed does not impact your reports or your ability to perform bank reconciliation.

Mark transactions as reviewed

  1. Log in to your account at waveapps.com.
  2. On the left-side menu, click Accounting > Transactions.
  3. To mark a transaction as reviewed, click on the checkmark icon to its right.

    To mark multiple transactions as reviewed, select the checkboxes to the left of the transactions, then click the checkmark icon at the top of the transactions list.

You can also mark a transaction as reviewed in the transaction details panel. To open the transaction detail view, click on the dropdown arrow to the right of a transaction, and select Edit more details. Then click Mark as reviewed on the bottom left of the pop-up box.

Automatically merged or categorized transactions have an auto-updates icon in place of the Mark as reviewed checkmark button. Learn more in Automated bookkeeping with auto-updates. Auto-updates are included with a subscription to Wave’s Pro Plan.