Add transactions to the GL | Transaction Manager

To “Add to GL,” update the “Payee” and “Category” fields as needed, click on the “Action” button to the right of the transaction, and then click the “Add to GL” button.

When a transaction is in a bank feed state and not has not yet been added to the GL, a user is able to categorize it and then add it to the GL. You would use this button after a transaction has been reset or if AutoPush detected a potential match and you don't need to match.

To “Add to GL,” update the “Payee” and “Category” fields as needed, click on the “Action” buttonto the right of the transaction, and then click the “Add to GL” button .

Once you’ve clicked the “Add to GL” button, the transaction will be added to the client’s GL and moved to the “Processed” tab.