Reclassifying categories on bank statement lines

Use this procedure to reprocess one or all statement lines against the processing rules. For example, use this procedure when you create a new processing rule. You can also reclassify all lines at the bank statement level.
  1. Select Cash > Bank Statements.
  2. In the Processing panel, click Bank Statements.
  3. Select a bank statement record.
  4. To reprocess a line, on the Lines tab, select Actions > Reclassify Statement Line.
  5. To reclassify all lines, select Reclassify All Statement Lines.

    The reclassify all action is only available before the statement is loaded to the reconciliation queue.

    Caution: This action overrides any lines that are manually classified