Categorise transactions on LimeBooks

Categorise transactions on LimeBooks

1)  Click on Process Imports 

2) Click on Bulk Select Category 

2) Filter the columns by description. You can do this by clicking on the headers.

3) Go down the transactions and choose the appropriate category and VAT 

4) Once completed click 'Back to process Imports' 

5) Click Post Selected Transactions 


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Alternatively you can use the matching analyser  

1) Filter the columns by description. You can do this by clicking on the headers.

2)  Go down the transactions and choose the appropriate category and VAT 

3) Click Post to save the transaction 

4) If there are more transactions with the same description click Run Matching analyser 

5) Every transaction with the same description will now be categorised based on your previous postings. 

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