Transactions can be classified into high, medium, or low-confidence categories based on the system's prediction accuracy for the Payee and Category fields.
Whether your transaction has High, Medium, or Low confidence in either its payee or category fields, the process for getting the details is the same:
- Step 1: Open the Transaction Manager module in your portal.
- Step 2: Locate the transaction you need to review. Use filters or the search box to assist in finding it quickly.
- Step 3: Once you find the transaction, click the "•••" (three dots) in the Action column
- Step 4: Select "Details" from the options provided.
- Step 5: A window will slide out from the right side, displaying the transaction details, including the confidence rating in the "Confidence Level" field.
