LedgerLedger Docs

Workflows

Review Pending Transactions

Use this when the Review area shows transactions that need attention.

Before You Start

Know which bucket you want to review:

  • Unassigned.
  • Inventory.
  • A specific project.

Steps

  1. Go to Review.
  2. Choose the bucket you want to work through.
  3. Use search or sort if the list is long.
  4. Open a transaction.
  5. Check project assignment, vendor/source, amount, category, notes, and linked items.
  6. Make the needed correction.
  7. Return to Review and continue until the bucket is clear.

What Happens Next

Resolved transactions should disappear from the pending review list or move to the correct bucket.

Common Issues

  • If a transaction is unassigned, confirm whether it belongs to inventory or a project.
  • If the category is wrong, update the transaction before relying on budget totals.
  • If a transaction should not count, cancel or correct it according to your team's process.

Related