Review a suggested transaction before booking
Check the suggested category and rental before adding an imported transaction to your books.
On this page
Identify the source account, date, amount and supporting document. Check for an existing booked entry before creating another.
Step 1: Find the imported row
Open Accounting > Transactions. In Import feed, choose the account and available filters. Matched, Needs review and All group imported activity when rows are present.
Step 2: Review or change the details
Read Suggested beside the category when shown. Choose Book, or open the row's three-dot menu and choose Edit and book, to review the type, category and rental before saving. A Matched row uses Confirm; inspect the match before using it.
Step 3: Book only the reviewed rows
For several reviewed rows in Needs review, select their checkboxes and choose Book as suggested when offered. Confirm the count. Rows without a usable suggested category or property remain for manual review.
Step 4: Check the booked record
Open Booked and find the result. Use Receipt or the row's Attach receipt action when offered to keep the document with the saved record.
If something was booked incorrectly
Open the saved record and use the correction actions available for its type and state. Check the result before adding a replacement. Do not assume that changing a suggestion or a matching rule changes a transaction already booked.
Suggestions and rules
A suggested classification still needs your review. A single-row booking, Book as suggested and a saved rule have different scopes. Review matching rules separately before changing how future imports are handled.
Check the result
- The reviewed rows have a checked booking result. Incomplete suggestions stay available for manual review.
FAQs
Why is there no Accept button?
Rentari uses Book, Confirm for matched rows and Book as suggested for eligible selected rows. Actions depend on the row's status.
Can I choose the details myself?
Yes. Use Book or Edit and book to review the current fields before saving.
Will one booking correct every similar transaction?
No. Review other rows and any saved rules separately.
What if the receipt fails to attach?
Attach it to the saved expense instead of creating a second expense.