1. Click on Menu
2. Click on Transactions
3. Click on To review
4. 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)
6. Click on Choose Category
7. Type the Category Name
OR you can scroll down the list to select the category
8. Select Relevant Category
9. Click on Mark as reviewed
You can then repeat the process for each transaction OR use the 'bulk' categorisation feature.
10. Select multiple transaction in the same category using the check box
11. Click on Set category
12. Select category from the list or search for category
13. Click on Mark as reviewed
14. Select the transaction that you want to review
15. Click on VAT category section
16. Select the VAT category from the list
The VAT category will generally be on the invoice or rec
17. Click on Mark as reviewed
18. Select multiple transaction in the same VAT category using the check box
19. Click on Set VAT
20. Click on No VAT
21. Click on Mark as reviewed
