Review auto-categorised transactions

Summary

How to review transactions that Copilot auto-categorised in Sage Sole Trader.

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.

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.

Related Solutions

About auto-categorisation for bank transactions

Solution Properties

Solution ID
251203135622110
Last Modified Date
Thu Mar 19 14:43:09 UTC 2026
Views
0