> ## Documentation Index
> Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Bookkeeper Tools

> Batch operations and productivity features for efficient bookkeeping.

When you're managing books for multiple clients, you need efficiency. Bookkeeper Tools are batch operations and shortcuts designed for professionals who do this all day.

## Batch Categorization

Categorize multiple transactions at once:

1. Go to a client's **Transactions** view
2. Select multiple transactions (checkbox or shift-click)
3. Click **Categorize**
4. Choose the category
5. Apply

Done. 50 transactions categorized in seconds.

You can also split the selection — some go to one category, some to another. The batch tool handles it.

<Info>
  Batch categorization applies the same category and rules to all selected transactions. For transactions that need different treatment, categorize individually.
</Info>

## Bank Rules (Bulk Create)

Instead of setting up rules one at a time:

1. Go to **Accounting → Bank Rules**
2. Click **Bulk Create**
3. Upload a CSV with vendor patterns and categories
4. Preview and confirm

Common use case: Client has consistent vendors you've categorized before. Export the patterns, upload them as rules, and future transactions auto-categorize.

## Multi-Client Reports

Generate the same report across multiple clients:

1. Go to **Reports** in Firm Mode
2. Select the report type (P\&L, Balance Sheet, etc.)
3. Check the clients you want
4. Choose date range
5. Generate

You get a combined PDF with each client's report as a section. Good for batch deliveries.

## Transaction Review Queue

See uncategorized or flagged transactions across all clients:

1. Go to **Dashboard → Review Queue**
2. Filter by client or leave it as "all"
3. Work through the list

The queue surfaces items that need attention:

* Uncategorized transactions
* Duplicate candidates
* Unusual amounts flagged by AI
* Client-marked "needs review"

Clear your queue regularly to keep books clean.

## Quick Switch

Jump between clients without navigating:

* **Keyboard shortcut:** Press `Cmd+K` (Mac) or `Ctrl+K` (Windows)
* Type the client name
* Hit Enter

You're in that client's account instantly. Works from anywhere in Pluvel.

## Reconciliation Status Dashboard

See reconciliation status across all clients:

| Column          | What It Shows                          |
| --------------- | -------------------------------------- |
| Client          | Client name                            |
| Accounts        | Number of bank accounts                |
| Last Reconciled | When accounts were last reconciled     |
| Unreconciled    | Transactions since last reconciliation |
| Status          | On track, behind, attention needed     |

Find this in **Dashboard → Reconciliation Status**.

Click any client to jump directly to their reconciliation view.

## Memo and Notes

Add internal notes that clients don't see:

**Transaction memo:** Right-click any transaction → Add Memo. These are internal notes about the transaction.

**Client notes:** In the client profile, add notes about their setup, preferences, or issues.

**Journal entry notes:** Explain adjusting entries for future reference.

Notes are searchable. Useful when you need to remember why you did something 6 months ago.

## Task Templates

For repeating workflows:

1. Go to **Firm Settings → Task Templates**
2. Create a template ("Monthly Close Tasks")
3. Add the steps:
   * Reconcile bank accounts
   * Review uncategorized transactions
   * Generate draft P\&L
   * Send to client for review
4. Save

When you start month-end for a client, apply the template. All tasks get created automatically.

## Keyboard Shortcuts

Speed up common actions:

| Shortcut       | Action                          |
| -------------- | ------------------------------- |
| `Cmd/Ctrl + K` | Quick client switch             |
| `C`            | Categorize selected transaction |
| `R`            | Mark as reviewed                |
| `D`            | Mark as duplicate               |
| `M`            | Add memo                        |
| `J`            | Jump to journal entries         |
| `Esc`          | Close modals                    |

See all shortcuts in **Settings → Keyboard Shortcuts** or press `?` from anywhere.

## Split Transactions

For transactions that need multiple categories:

1. Click the transaction
2. Click **Split**
3. Add line items with different categories
4. Amounts must total the original transaction
5. Save

Example: A $500 Costco purchase — $300 to Supplies, \$200 to Meals.

## Duplicate Detection

Pluvel flags potential duplicates:

* Same vendor, same amount, same date
* Similar amounts within a few days
* Common patterns from bank/card overlap

Review flagged duplicates in the Review Queue. Confirm true duplicates or dismiss false positives.

## Exporting Work

Export your work for records or client delivery:

* **Transaction list:** CSV or Excel with all transactions and categories
* **Journal entries:** All entries for a period
* **Trial balance:** At any date
* **Workpapers:** Reconciliation documentation

Find exports in each section's "Export" menu or in **Reports → Export**.

## Tips

**Use the queue.** The Review Queue is your home base. Process it daily and you'll never have a backlog.

**Build rules aggressively.** Every recurring vendor should have a rule. Future-you will thank past-you.

**Templates for consistency.** Task templates ensure you don't miss steps, especially for month-end or year-end procedures.

**Learn the shortcuts.** Five minutes learning shortcuts saves hours over time.

<CardGroup cols={2}>
  <Card title="Transaction review" icon="list-check" href="/accountants/workflows/transaction-review">
    Detailed transaction review workflow.
  </Card>

  <Card title="Month-end close" icon="calendar" href="/accountants/workflows/month-end">
    Complete month-end close process.
  </Card>
</CardGroup>