Recurring Payments, Coverage & the Exceptions Queue
This lesson is part of the course
In this lesson
You flag vendors that were also paid in the previous month, measure what share of lines the rules categorise on their own, size the exceptions queue and make the uncategorised lines stand out for review.
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Lessons in this course
- The Bank Export: Dates, Descriptions, Signed Amounts & Reference Codes Locked
- Keyword Rules: FIND a Keyword, Return a Category Locked
- Rule Priority & Conflicts: When Several Rules Match Locked
- The Vendor Map: Known Vendors First, Keyword Rules as Fallback Locked
- Amount & Direction Rules: Transfers, Refunds, Income and Small Fees Locked
- Split Transactions: One Bank Line, Several Categories Locked
- Recurring Payments, Coverage & the Exceptions Queue Locked
- The Month Summary: Totals by Category, Uncategorised Remainder & a Chart Locked