Tired of matching each transaction separately? Want to add system-generated receipts for a batch of undocumented transactions in one go? We've got you covered!

The bulk actions available to you will depend on the status (Matched, Not matched, Excluded) of the transactions you're selecting. Let's take a look at each of these.

Not Matched

  • Match: this bulk action will appear only when one or more of your selected transactions has a matching document selected for it. If there are also transactions that don't have a matching document selected, those ones will be ignored
  • Category: this option allows you to set a category on transactions for which you plan to Add system generated documents. Categories are auto-assigned based on transaction details where possible, but can be changed in bulk using this bulk action
  • Add: this option will only appear when one or more of your selected transactions does not have a matching document selected. And transactions that do have a matching document selected will be ignored here.
    When you perform this bulk action, documents will be generated by Veryfi and automatically matched to their relevant transaction. They will be assigned the category chosen on each transaction
  • Exclude: as the name suggests, the selected transactions will be excluded from matching
  • Delete: this action deletes the selected transactions permanently. This option only appears when all of the selected transactions have been imported manually. Transactions which have been downloaded automatically cannot be deleted

Matched

  • Unmatch: this action simply reverts the match process. Unmatched transactions will again appear in the Not matched transaction list. These transactions will no longer have a matched document and the corresponding documents will no longer have a transaction matched to them
  • Delete: this action deletes the selected transactions permanently. This option only appears when all of the selected transactions have been imported manually. Transactions which have been downloaded automatically cannot be deleted

Excluded

  • Include: this action simply reverts the exclude process. Included transactions will again appear in the Not matched transaction list, ready for once more for matching
  • Delete: this action deletes the selected transactions permanently. This option only appears when all of the selected transactions have been imported manually. Transactions which have been downloaded automatically cannot be deleted

Other Articles that might be helpful: 

Bank Feeds  https://faq.veryfi.com/en/collections/682608-bank-feeds 

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