Review income classifications for reports

Open the review for the correct ledger

Use this tool to review how each current leaf income and expense account is classified for reports. The review applies to the current chart only, so choose the connected ledger you want to review before you start.

1. Open Income classifications from the reports tools area.
2. In Accounting ledger, choose the ledger you want to review.
3. If the list shows only one ledger, it may already be selected for you.
4. If the page was opened with a ledger selected and that ledger belongs to your workspace, it opens with that ledger already chosen.

Expected result: the account table loads for the selected ledger, along with the company name, the current reviewed definition if one exists, and the available category choices.

Review the current account classifications

The table shows each current postable income or expense account in the selected ledger, including disabled accounts that still have history. Review every visible current account and excluded account is not something you can skip here; if an account is in the table, it must be classified before saving.

1. Review each account row in the table.
2. For each row, open Reviewed category and choose the correct category for that account.
3. Pay attention to accounts such as interest income, income-tax benefit, depreciation, and amortization, since these have distinct categories.
4. If you need to find an account quickly, use Search accounts to filter the visible rows by account name, source id, or account type.

• The page only lets you choose categories that match the account’s income or expense root type.
• Native type may appear next to some categories when the source account type has a direct match.
• A disabled account still needs a classification if it has history.
• If an account is not available in the current table, reload the current chart and review the updated chart before saving.

Expected result: all accounts you can currently review in the loaded chart have a category selected, and the page shows the count of classified accounts out of the total loaded accounts. Unknown coverage is not treated as complete; if the page cannot verify the full current chart, you need to reload and review the updated chart before saving.

Confirm and save the reviewed definition

Only an owner or admin can save a reviewed definition. Saving is available only after every visible current account has a valid category, the confirmation box is checked, and the current source check is ready. If your role changes while the page is open, the page may still show the review, but saving can stop working until your current owner or admin access is restored.

1. Make sure every visible current account has the correct category.
2. If you changed any category, check the box that says I reviewed every account’s category, including interest, tax, depreciation and amortization.
3. Select Save reviewed definition.Save reviewed definition
4. Wait for the saved notice, then refresh the reports that use this ledger.

Expected result: Finanly saves the reviewed account definition for the selected ledger and shows a saved notice. Refreshed reports can use this saved definition for classification after you reload or rerun the report.

Use the current review controls

If something blocks the review

• If the ledger is not listed, choose a ledger that belongs to the current workspace.
• If the page says the selected ledger is unavailable in this workspace, reselect one of the current ledgers.
• If the account table will not save, finish classifying every visible current account and check the confirmation box again.
• If the Save reviewed definition button stays disabled, wait for the source check to become ready and then reload the chart.
• If the page says the source chart or company changed, reload the current chart and review the accounts again before saving.
• If another review changed the definition, load the current version before trying to save again.
• If the page shows an original review request, use Check original review to confirm it or Retry original review to reuse the same frozen choices.
• If the original review request is unavailable or has not completed yet, you cannot recover a different result from the same request key; reload the chart and review the current accounts again instead.