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Select the transactions

  1. Bring up the group you want. Use Search, or filter a column, for example all receipts from one customer.
  2. Tick the checkbox on each row, or use the header checkbox to take the whole page.
A count appears at the top, such as “10 Selected”.

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Actions

Click Actions. You get three choices:

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Categorize in bulk

Choose Categorize and a bar opens at the bottom. Set the Transaction Type, Ledger, GST Registration, and Cost Centre for every selected row in one go. Set what they share, then click Save, or Save & Mark as Ready if you are confident they are complete.
Every voucher needs a voucher number and a ledger allocation before it can move to Accounting Ready. If any are missing, AI Accountant flags them and keeps those rows in Needs Review. Only the fully ready ones move across.
The bill-by-bill rule applies here too: if the ledger you assign is a party maintained bill by bill, each entry posts on account against that party, not against specific bills. For exact bill allocation, open those transactions individually.

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Mark as ready in bulk

If the selected transactions are already categorised, skip the categorize bar. From Actions, choose Mark as ready to move the whole selection in one click. This option only lights up when every selected transaction is fully matched or categorised. If even one still needs a ledger or a match, it stays greyed out and AI Accountant points to what is pending.

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Bulk delete

For rows that should not be booked at all, select them, click Actions, and choose Delete. This works on unsynced transactions only.

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Bulk sync

Syncing happens from the Accounting Ready tab. Tick the rows you want, or use the header checkbox for the whole page, then click Sync to send that batch to Tally in one go.