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What is the review process for AutoPush transactions?

The review process depends on whether the client is Infinite or Infinite+.

For Infinite+ clients:

After AutoPush categorizes the transactions, our accounting team reviews them during the month-end close. They will continue to review transactions based on each individual client's bookkeeping frequency (daily, weekly, monthly).

For Infinite clients:

  1. The partner needs to decide whether to configure transactions requiring review to be assigned by default to a single user; that user will then get notified when a review is required.
  2. If the partner doesn't configure transactions to assign a single person for reviews, they will need to periodically consult the Needs Review tab of Transaction Manager to see if transactions require review.