The transactions lines in Bot Review make working with your transactions convenient in bulk, or one at a time.
Bulk edit & Delete Transactions
In Bot Review, transactions can be edited or deleted in bulk.
QBO Users:
If you have Customer/Project enabled in QBO, you will see a Customer/Project column on your transaction display. If you have Class enabled, you will see a Class column on your transaction display.
Xero Users:
If you have Tracking Categories enabled, you will see a Class column on your transaction display for this information.
If you have Customer/Project enabled in QBO, you will see a Customer/Project column on your transaction display. If you have Class enabled, you will see a Class column on your transaction display.
Xero Users:
If you have Tracking Categories enabled, you will see a Class column on your transaction display for this information.
Action Menu
The Edit, Dismiss, Resolve, Comment, Delete, Keep, and Reconcile options are consolidated under a standard action menu (represented by three dots), where applicable.
Comments on Transactions
Partner Users can comment on transactions in Bot Review using the Action Menu.