[LIVE FOR SELECT USERS] Manual Push Feature

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

What is it?

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.

How does it work?

1. Within the Transaction Manager Module, visit the “Configurations” tab.
2. Press the “Edit” button next to the “Smart Connect/GL Accounts Mapping” section.
3. For each connected account you wish to enable Manual Push, toggle Manual Push “on.”
4. Press the “Save” button to lock in your changes.