Review Ezyiah's extensive Australian chart of accounts, apply filters, and add manual transactions for any client.
After Ezyiah reconciles your transactions, your Chart of Accounts is ready for review. This is where you check every transaction category, confirm the AI categorisation is correct, and mark accounts as reviewed before generating your reports.Step 1 — Sele ...
The filters at the top of the Chart of Accounts control which transactions appear across all category tiles. Set them in order from left to right: Financial Year, then Frequency, then Period.Financial YearThe Financial Year dropdown sets the tax year you ...
If a transaction is missing from your bank feed or uploaded statement, you can add it manually directly from the Chart of Accounts. This is useful for cash transactions, journal entries, or any transaction that did not come through a bank account.Step 1 — ...