> ## 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.

# Reviewing Your Chart of Accounts

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

<Steps>
  <Step title="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. 
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

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


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