Auto Allocate Subcontractors

Once your subcontractors are set up, Ezyiah's AI automatically matches each payment transaction to the correct subcontractor. You can then review the allocations, adjust any individual transaction, or bulk assign transactions to a subcontractor in one step.

Step 1 — Open Subcontractor Payments

From the Chart of Accounts, click the Subcontractor Payments tile. This shows all transactions Ezyiah has categorised as subcontractor payments, along with an Allocated to Subcontractors column on the right showing the current allocation status for each transaction.

Step 2 — Click Auto Allocate

Click Auto Allocate in the top right corner. Ezyiah scans the transaction descriptions and automatically matches each payment to the correct subcontractor from your subcontractor list.

Step 3 — Review the Allocations

Once Auto Allocate completes, each transaction shows the matched subcontractor name in the Allocated to Subcontractors column. A success notification confirms how many subcontractors were extracted.

Review the list to confirm the allocations are correct. Use the Sub-Contractors filter at the top to view transactions for a specific subcontractor, or filter by Debit / Credit or Bank to narrow the list.

Step 4 — Manually Change an Allocation

If any transaction has been allocated to the wrong subcontractor, click the dropdown in the Allocated to Subcontractors column for that transaction and select the correct subcontractor from the list. You can also select Not Allocated Yet to clear the allocation.

Step 5 — Bulk Assign a Subcontractor

To assign the same subcontractor to multiple transactions at once, tick the checkboxes next to the transactions you want to update. You can tick the header checkbox to select all transactions at once. The toolbar updates to show X transactions selected along with Move and Update GST options.

Click Assign Subcontractors in the top right corner.

Step 6 — Select the Subcontractor and Confirm

The Assign Subcontractor to Selected Transactions modal opens showing the number of transactions being assigned and a searchable list of all your subcontractors. Select the subcontractor you want to assign to all selected transactions, then click Confirm.