> ## 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. # Transaction Review > Efficiently review and categorize transactions across clients. You've got 200 uncategorized transactions waiting across 8 clients. You could spend your entire afternoon clicking through them one at a time. Or you could work smart. Transaction review is where bookkeepers spend most of their time. Pluvel's workflow is built to make that time count. ## The review queue Instead of hunting through each client separately, see everything in one place: **From the firm dashboard:** 1. Click **Tasks → Transaction Review** 2. See which clients have pending items 3. Click a client to start reviewing **From inside a client:** 1. Go to **Banking → Transactions** 2. Filter to "Needs Review" 3. Work through the list The firm-level view is better for batch work. The client-level view is better when you're focused on one client. ## The review interface When you're reviewing transactions, you see: | Panel | What it shows | | ------------------------ | ------------------------------------------- | | **Transaction list** | Everything needing review, sorted by date | | **Transaction detail** | Full info on the selected transaction | | **Category selector** | Account dropdown with search | | **Similar transactions** | Same vendor or amount — helps spot patterns | | **History** | How you've categorized this vendor before | That history panel is the time-saver. "Last time I saw a charge from ADOBE, I put it in Software Subscriptions." Accept it in one click. ## Categorizing efficiently ### Single transactions The slow way: 1. Click transaction 2. Click dropdown 3. Scroll through 80 accounts 4. Find the right one 5. Click Save The fast way: 1. Click transaction 2. Type "soft" (for Software Subscriptions) 3. Hit Enter Three seconds. Next transaction. ### Bulk categorization Twelve transactions from the same coffee shop: 1. Select all 12 (Shift+Click or check boxes) 2. Click **Categorize** 3. Pick the account 4. **Categorize All** Done. 12 transactions in 5 seconds. ### Accepting suggestions Pluvel suggests categories based on vendor names, similar transactions, and patterns it's learned from your categorization history. Suggestions show confidence levels: * **High confidence** (green) — Probably right. Accept unless something seems off. * **Medium confidence** (yellow) — Possible match. Worth checking. * **No suggestion** — Pluvel has no idea. You're on your own. For high-confidence suggestions, just hit Enter. Don't overthink it. ## Keyboard shortcuts Stop clicking. Learn these: | Shortcut | What it does | | --------- | ------------------------------ | | `↑` / `↓` | Move between transactions | | `Enter` | Accept suggestion or save | | `Tab` | Jump to account field | | `/` | Search accounts | | `R` | Mark as reviewed | | `D` | Mark as duplicate | | `S` | Split transaction | | `?` | Send to client with a question | A skilled bookkeeper with keyboard shortcuts can process 100 transactions in 15 minutes. Clicking through the same 100 takes an hour. ## Creating bank rules If you're categorizing the same vendor for the third time, stop. Create a rule. 1. Categorize the transaction 2. Click **Create Rule** 3. Set conditions: * "Vendor contains DROPBOX" * "Amount is between $10 and $15" 4. Set the action: "Assign to Software Subscriptions" 5. Save Next month, that Dropbox charge categorizes itself. You never touch it again. ### Managing rules Each client has their own rules in **Client → Settings → Bank Rules**. You can: * See all active rules * Check which rules are firing most often * Disable rules that aren't working * Set priority (when multiple rules match, which wins?) Good rule hygiene saves hours per month per client. It compounds. ## Handling the weird stuff ### Unknown vendors Transaction says "STRIPE TRANSFER 847261" — no idea what it is. 1. Click **Ask Client** 2. Type your question: "What's this \$347 Stripe transfer for?" 3. Send The client gets a notification. Their answer appears right on the transaction. You don't need to email back and forth. ### Duplicates Same transaction imported twice (common when clients use multiple bank feeds): 1. Click **Mark as Duplicate** 2. Select which one is the original 3. The duplicate disappears from reports Don't delete it — mark it as duplicate. The audit trail matters. ### Splits One transaction, multiple categories: * $500 Costco run = $350 office supplies + \$150 break room snacks 1. Click **Split** 2. Add lines with amounts and categories 3. Make sure they sum to the original 4. Save Reports show the real breakdown, not a misleading lump. ## Review workflow Here's how efficient bookkeepers attack transaction review: 1. **Start at the firm dashboard.** See which clients have the biggest backlogs. 2. **Pick the worst one.** Get it to zero before moving on. 3. **Filter to Needs Review.** Don't look at already-categorized items. 4. **Sort by vendor.** Group similar transactions together. 5. **Bulk categorize obvious patterns.** 15 coffee shop charges? One action. 6. **Accept high-confidence suggestions.** Don't second-guess the obvious ones. 7. **Create rules as you go.** Third time seeing the same vendor? Make a rule. 8. **Send questions to clients immediately.** Don't let unknown items pile up. 9. **Mark complete and move to next client.** ## Tracking your progress The firm dashboard shows: * **Transactions reviewed** per period * **Average time per transaction** * **Rule hit rate** (% auto-categorized) * **Exception rate** (% requiring client input) Watch your rule hit rate. It should climb over time. If you're manually categorizing the same things month after month, you're working too hard. Next step: reconcile those categorized transactions.