Sage Copilot reviews new transactions and assigns categories when it has high confidence.

If confidence is low, Copilot leaves the transaction in Draft. Review and categorise these transactions before completing them.

1. Open Draft transactions.
2. Review each transaction.
3. Choose the correct category.
   
   TIP:

   If you're unsure which category to assign, read Choosing the right tax category for your transactions.

    
4. Save the transaction to move it to Completed.
5. Repeat until no draft transactions remain.

About auto-categorisation