How do I review transactions before they post?

Open the review queue, check the suggested ledger and voucher type for each row, then Accept or Reject it. Keyboard shortcuts make it quick.

Updated 29 Sept 2026

Steps

Step 1: In Bookkeeping, choose Open the review queue.
Step 2: Each row shows the Suggested ledger, what it Posts to and the Voucher type.
Step 3: Press Enter to Accept, x to Reject, or e to choose a different ledger.
Step 4: Change the voucher type from the row if it is wrong: Payment, Receipt, Contra, Journal, Sales, Purchase, Credit note or Debit note.

A row in the review queue with three numbered marks: 1 the suggested ledger, 2 the voucher type and 3 the Accept button. — Check the ledger and voucher type, then accept.

Accepting many at once

Use Accept suggestions at or above confidence with its bar to accept every row above it. Select rows for one client to assign a single ledger to all of them.

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How do I review transactions before they post?

Steps

Accepting many at once

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