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.
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.
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.
