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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.

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Step by step

1

Select a financial year

Click Chart of Accounts in the client’s sidebar. Ezyiah creates a financial year card for every year it has transaction data for, each showing the total number of transactions. Click the year you want to review. 
2

Review the accounts overview

The overview shows every category Ezyiah has sorted transactions into, each with a total transaction count and an orange indicator showing how many are still awaiting review:
  • Chart of Accounts — all categorised transactions
  • Income — GST applicable income transactions
  • Expense — business expense transactions
  • Other Expense (GST Not Applicable for BAS) — non-BAS expenses
  • Transfers — inter-account transfers
  • Subcontractor Payments — payments to subcontractors for TPAR
  • Unknown — transactions Ezyiah couldn’t categorise automatically
Use the Financial Year and Frequency filters at the top to switch years or view by annual, quarterly, or monthly period.
3

Open a category

Click into any category to see its individual transactions, or click Chart of Accounts to see every account broken down by account code, name, type, GST treatment, and notes.
4

Review transactions in an account

Click into any account row to open its transaction list. Each transaction shows the date, description, bank, amount, GST amount, and net amount.Go through each transaction and confirm the categorisation is correct. If a transaction needs to move to a different account, reassign it from this screen. Once you’ve reviewed everything in the account, click Review All in the top right corner.
5

Track your progress

Reviewed accounts show a blue tick on the left instead of the orange count. You can also click directly on the orange number to mark all transactions in that account as reviewed without opening the transaction list.Work through each category until every orange indicator becomes a blue tick. Your accounts are then fully reviewed and ready to export.