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Navigating and Reviewing Transactions with our new transactions page

Navigating and Reviewing Transactions with our new transactions page

How to categorise, bulk categorise and assign VAT to transactions with Ember's new transactions page.

Written by David Franz

Updated over 3 months ago

# How to categorise transactions in Ember

1. Click on Menu

2. Click on Transactions

Click on Transactions

3. Click on To review

Click on To review

4. Click on Transaction to Review

Click on Transaction to Review

5. Click on Dropdown Menu

OR you can click on the text (If you do not need to split the transaction)

Click on Dropdown Menu

6. Click on Choose Category

Click on Choose Category

7. Type the Category Name

OR you can scroll down the list to select the category

Type the Category Name

8. Select Relevant Category

Select Relevant Category

9. Click on Mark as reviewed

You can then repeat the process for each transaction OR use the 'bulk' categorisation feature.

Click on Mark as reviewed

# How to use the bulk categorisation feature

10. Select multiple transaction in the same category using the check box

Select multiple transaction in the same category using the check box

11. Click on Set category

Click on Set category

12. Select category from the list or search for category

Select category from the list or search for category

13. Click on Mark as reviewed

Click on Mark as reviewed

# How to add VAT to a transaction

14. Select the transaction that you want to review

Select the transaction that you want to review

15. Click on VAT category section

Click on VAT category section

16. Select the VAT category from the list

The VAT category will generally be on the invoice or rec

Select the VAT category from the list

17. Click on Mark as reviewed

Click on Mark as reviewed

# How to bulk change VAT category

18. Select multiple transaction in the same VAT category using the check box

Select multiple transaction in the same VAT category using the check box

19. Click on Set VAT

Click on Set VAT

20. Click on No VAT

Click on No VAT

21. Click on Mark as reviewed

Click on Mark as reviewed