In some instances, Ember’s AI won’t have enough information to fully categorise a transaction but would identify these items as one of the following categories:
Unknown income
Unknown expenses
Unknown assets
Unknown liabilities
Unknown equity
These transactions will appear on Transactions page with a Partially categorised status.
Reviewing partially categorised transactions
Similar to Uncategorised transactions, you’ll need to first categorise any Partially categorised transactions before you can mark them as reviewed.
Select a transaction to open a side sheet
Click Choose a category
Select the relevant category from the list (you can also use Search option).
If you need more information on what each category means, you can click on the "information" icon next to the category - this will give you a jargon-free description of what that category means and what it does and doesn't include.
Select the relevant VAT rate, if applicable.
You can add optional description to the transaction.
You can attach a receipt if you wish to.
Once you’re happy with the details click Mark as reviewed.
The transaction status is now updated to Reviewed.
Bulk categorisation
Alternatively, if you have a few similar transactions to categorise you can use bulk categorisation.
It’s as easy as selecting the relevant transactions, choosing the correct category, VAT as applicable, and marking as reviewed - you're good to go! 🚀
Partially categorised transactions and AI Reporting
Once you categorised a Partially categorised transactions your reports will be updated accordingly, i.e. those transactions are now included under the relevant categories and no longer included within separate line items for unknown income, expenses, assets, liability or equity.
Find out more about AI Reporting here.