How to Bulk Recategorize Transactions

How to review, filter, and recategorize multiple transactions in bulk

Overview:

a. Helps you recategorize multiple transactions efficiently in Docyt.

b. Ensures accurate categorization for better financial reporting.

c. Allows updating transaction type, vendor, category, and class in bulk.

Navigation Steps:

1. Login to your Docyt account.

2. Navigate to module sections

3. Select 'Reconciliation > Transactions > Categorized Transactions'.

4. Move the cursor to the tabs located below the module names and select the Expense tab.

5. Check the boxes at the start of the transactions you want to recategorize. Ensure only the intended transactions are selected.

1. Move the cursor to the Bulk Action dropdown.

2. Select option 'Recategorize' from the drop down.

1. A new window will open on the right.

2. Review the columns such as Transaction Type, Vendor, Category, and Class

3. Click the 'Recategorize Transaction' tab.

1. A confirmation pop-up will appear indicating successful recategorization.

1. You can switch filters (for example, view All Transactions) to see the transactions in their updated categories.