Solution Properties
Solution ID:
251203135622110
Last Modified Date:
Thu Mar 19 14:43:09 UTC 2026
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Review auto-categorised transactions
Description

Sage Copilot marks transactions it auto-categorises so you can identify them easily.

These transactions appear in Completed because Copilot assigned a category with high confidence.

Cause
Resolution
  1. Go to Sole Trader.
  2. Open Completed transactions.
  3. Look for the Copilot icon next to transactions.
  4. Use the filter to show only transactions categorised by Copilot.

TIP:

Select Actions, then Edit to change the category. You can't currently change transactions to transfers, instead delete and repost the transaction.

Steps to duplicate
Related Solutions

About auto-categorisation for bank transactions