Review and approve transactions

Select the Approve check icon in a transaction's row, or use the bulk bar to approve, flag, or exclude several transactions at once. Each transaction shows a review status of Unreviewed, Approved, Flagged, or Excluded.

Work through your transactions and approve, flag, or exclude each one.

Steps

  1. Open the transactions for your client.
    Growthy Transactions list filtered to unreviewed and flagged transactions, with a review status on each row
  2. To approve a transaction, select the Approve check icon in its row.
    Growthy Transactions list with the Approve check icon highlighted at the end of a transaction row
  3. To set a transaction aside to revisit, select Flag from its row menu.
    Growthy Transactions list with a row menu open showing Flag and Exclude
  4. To exclude a transaction, select Exclude from its row menu.
  5. To act on several transactions at once, select them and use the bulk bar's Approve, Flag, or Exclude actions.
    Growthy Transactions list with two rows selected and the bulk action bar showing Approve, Flag and Exclude

Each transaction shows a review status of Unreviewed, Approved, Flagged, or Excluded. This is separate from its accounting status of Pending, Posted, or Voided.

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