Transaction Manager tips, tricks, and troubleshooting
Running into an issue? Here are some common troubleshooting issues and some tips and tricks for getting the most from Transaction Manager.
Why are some transactions incorrectly categorized?
]These are typically the "low confidence" transactions that our AI/ML was unsure about. As corrections are made to the categorization, our models continuously learn and will make a better prediction the next time a similar transaction is processed.
If you notice incorrect categorization after the books are closed, please submit a support ticket and our team will investigate.
Why is Transaction Manager grayed out (unclickable)?
Transaction Manager is only available after first selecting a client.
I added a transaction to the GL, but it still shows up on the Needs Review tab. Why?
Transactions must be approved before they move to the Processed tab. Click the box to the left of the transaction(s) you wish to approve on the Needs Review tab and click the Mark Reviewed button. These transactions will now move to the Processed tab.
Why can't I find one of my transactions?
The transactions list defaults to 25 rows per page. Your transaction might be on another page. When you have a large volume of transactions and need to find one in particular, use the search field. You can search by any element in the table.
Why can't I edit any of the automation settings?
Permissions for editing the automation settings are reserved for Partner Admin, Partner Ops, and Client Self Service roles. To see what role is assigned to you, visit your profile (Click the avatar in the upper right corner of the platform screen and select Profile) and look under the Access section. If you have one of the roles named above and still can't edit the automation settings, please submit a support ticket.
Why are some dollar amounts red and others green?
When an amount is in red, it indicates money out (most often purchases). When an amount is shown in green, it indicates money in (most often deposits).
I refreshed my transactions, but nothing changed. Why?
Check the "This data is accurate as of" date and time. If it coincides with your refresh, then there have been no changes to the transactions from the source(s). If the date and time do not match when you clicked, click refresh again. If any account has become disconnected, you will not be able to retrieve those transactions until the account is reconnected.