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 transactionExclude: 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
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