Dismiss a transaction without an invoice (choose a category)

If no invoice belongs to a bank transaction, you can dismiss it to a category so it disappears from the list of transactions to process.

Dismiss a transaction to a category

1. Go to Bank;

2. Click the transaction you want to dismiss to open the side panel;
3. Open the Category tab;
4. Choose a category from the list, for example Bank charges & interest, Private withdrawal / deposit or Internal transfer;
5. Optionally adjust the amount, description or property per booking line;
6. Click Post.

The transaction moves to the Processed tab. To undo the booking, reopen the transaction and click Move back.