Scan Similar Transactions
Use Scan Similar Transactions to find other transactions that match the one you’ve selected, so you can move, update GST on, or delete them all at once instead of one at a time.1
Select a transaction and scan
Tick the checkbox next to a transaction, then click Scan Similar Transactions in the toolbar. Ezyiah finds other transactions with a matching description and groups them together.
2
Review the matches
Each match shows its date, description, category, source, amount, GST, and net. Use Select all or tick individual matches to choose which ones the bulk action applies to.
3
Apply a bulk action
With your matches selected, choose Delete, Move, or Update GST to apply that action to every selected transaction at once.
Move a transaction
Use Move to reassign a transaction to a different account. You can also set an AI Memory preference so Ezyiah remembers this coding choice for next time.1
Select the transaction and click Move
Tick the checkbox next to the transaction you want to move, then click Move in the action toolbar.
2
Select the account
The Move Account dialog opens. Click the Select Account dropdown and choose the account to move the transaction into. You can search by account name or code.
3
Set AI Memory
Click the AI Memory dropdown and choose how Ezyiah should handle this coding preference in future:
- Remember for this client — applies this coding to matching transactions for this client only
- Remember for every client — applies this coding to matching transactions across all clients
- Don’t Remember — this move won’t be saved to AI Memory
4
Confirm the move
Once the account and AI Memory preference are set, click Move. The transaction moves immediately.
Split a transaction
Use Split to divide one transaction across multiple accounts. This is useful when a single bank entry covers more than one expense category.1
Select the transaction and click Split
Tick the checkbox next to the transaction you want to split, then click Split in the action toolbar.
2
Enter the split details
The Split Transactions dialog opens showing the original transaction at the top with its amount, GST, and net, along with the split amount and the remaining amount still to be allocated.Fill in the Description (optional), Account, Amount, GST, and Net for the first split. Click Add Split to add another line if you need to divide the transaction across more than two accounts.
The amounts across all splits must add up to the original transaction total before you can save.
3
Save the split
Once every split is filled in and the amounts reconcile, click Save.
Edit a transaction
Use Edit to update the date, description, amount, GST, or net on an existing transaction.1
Select the transaction and click Edit
Tick the checkbox next to the transaction you want to edit, then click Edit in the action toolbar.
2
Update the details and save
The Edit Transaction dialog opens showing the current date, description, amount, GST, and net. Update any fields you need to change, then click Save.
Delete a transaction
Use Delete to permanently remove a transaction from the Chart of Accounts. This action cannot be undone.1
Select the transaction and click Delete
Tick the checkbox next to the transaction you want to delete, then click Delete in the action toolbar.
2
Confirm the deletion
A confirmation dialog appears asking you to confirm. Click Delete to permanently remove the transaction, or Cancel to go back.