Manual Push | Transaction Manager

Get even finer control over what goes to the GL using Manual Push.

Once configured, manual push holds all transactions in the Needs Review tab of Transaction Manager as bank feed transactions. These transactions will be automatically categorized, but will not be automatically posted to the GL, regardless of their confidence rating. They will need to be reviewed by a user and manually pushed to the GL. 

After the user has reviewed the transaction they will need to take the action to Add to GL & Mark Reviewed.  This currently is done at the individual transaction level, but performing this step in bulk is coming soon!

For Infinite clients: (Note that only the Partner Admin role can enable AutoPush or ManualPush)

1. Go to the Configurations tab in Transaction Manager.
2. Click the Edit button in the upper-right corner of Automation Settings:
   
3. Toggle the ManualPush setting to the on position as shown here (or AutoPush if so desired):
   
4. Click Save.

When adding new entities

Once the first AutoPush/ManualPush transactions are ready for review, the Partner Admin who connected the GL, the Client POC, and the TxM Default Assignee will all receive an email notification.