> ## Documentation Index
> Fetch the complete documentation index at: https://help.ezyiah.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# Auto Allocate Subcontractors

> Automatically match subcontractor payment transactions to your subcontractor list, then review or bulk assign allocations

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.

\[Video]

<Steps>
  <Step title="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>

  <Step title="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>

  <Step title="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>

  <Step title="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>

  <Step title="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>

  <Step title="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**.
  </Step>
</Steps>


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