Overview
The Uncategorized Entries review helps you quickly identify and reclassify transactions posted to uncategorized accounts. Based on your configuration, Xenett pulls transactions from mapped uncategorized accounts and groups them in a structured way to make reclassification fast and accurate.
Enable the Review Point
If the review point is not already added:
1. Click New
2. Click Task/review Point and Select Uncategorized Entries from the library
3. Click Add
If it is already added, simply click on the review point to open it.
How to Interpret the Review Results
When you open the Uncategorized Entries review, you’ll see transactions pulled from the uncategorized accounts you have configured.
Transactions are grouped into vendor-based blocks, not shown randomly or by date
Each block represents all uncategorized transactions for a single vendor
A lightbulb or suggestion indicates that Xenett has a recommended account based on historical coding
If a vendor appears here, it means their transactions are currently posted to an uncategorized account and need review.
Recommended Actions
Based on what you see in the review, you can take the following actions:
Reclassify transactions by selecting the correct account for a vendor block and clicking Save
Bulk reclassify multiple transactions for the same vendor in one click
Use smart suggestions when available, or override them if needed
Review vendor history to see how similar transactions were coded in the past
Ask questions to your client or leave internal comments if clarification is required
How the Uncategorized Entries Review Works
Step 1: Configure Uncategorized Accounts
By default, Xenett automatically maps commonly used uncategorized accounts such as:
Uncategorized Expense
Ask My Accountant / Ask My Client
You can update this configuration at any time. Transactions are pulled into this review based on the accounts that are mapped.
Step 2: Review Vendor-Based Blocks
Instead of showing transactions in date order, Xenett:
Groups transactions into blocks by vendor
Displays all related transactions together
This makes it easier to review and reclassify transactions without jumping between scattered entries.
Step 3: Reclassify Transactions
Select a vendor block (for example, Home Depot or Amazon)
Choose the correct account (for example, Office Supplies)
Click Save
If a vendor has multiple transactions, all of them are reclassified in one click.
Smart Suggestions
In some cases, Xenett displays a suggested account based on historical coding.
Tip: Smart Suggestions
These suggestions are based on past transactions and are optional and editable. You can accept the suggestion, change it, or choose a different account before saving.
View Vendor History
To review past activity for a vendor:
Click on the vendor's name
Xenett displays all historical transactions for that vendor
This helps you quickly understand how similar transactions were coded previously.
Ask Questions
If clarification is needed:
Click Ask Question to message your client
Use the comment icon to leave internal notes for your team
Explainer Video