Quick answer
Review uncategorized transactions by checking vendor or payee, description, amount and date, supporting receipt or document, business purpose, and similar known transactions. Use an existing category when appropriate, avoid guessing, and flag uncertain items for review.
A simple review workflow
| Step | What to check |
|---|---|
| Vendor or payee | Who was paid or who paid the business. |
| Description | Bank memo, invoice note, or receipt detail. |
| Amount and date | Whether the transaction matches a known receipt, bill, or invoice. |
| Supporting document | Receipt, bill, invoice, or other context. |
| Business purpose | Why the transaction belongs in the books. |
| Similar transactions | How comparable items were categorized before. |
Avoid guessing
If the transaction is unclear, flag it instead of forcing a category. Review similar records and use consistent categories when appropriate. For more context, read how to categorize business expenses, common business expense categories, and common bookkeeping cleanup mistakes.
If software or AI suggests a category, treat it as a suggestion to review, not confirmed accounting accuracy.
Jeramyl product help
This article explains general review principles. For Jeramyl-specific steps, see transactions and categories in Jeramyl. For broader cleanup workflow, see month-end bookkeeping cleanup.
FAQ
No. If the purpose is unclear, flag it for review rather than guessing.
Look for alternate context, but do not invent details. See the missing receipt guide for practical next steps.
No. AI or software suggestions should be reviewed, especially when vendor names or transaction context are unclear.