Bulk Reclassification of Transactions

Wafeq allows you to reclassify multiple transactions from one account to another in a single operation, instead of opening documents and modifying each  transaction individually.

This feature helps you quickly correct transactions that were recorded under the wrong account, while allowing you to review the entries that will be moved before confirming the operation.
 

Creating a New Reclassification

From the main menu:

1. Go to "Accounting".
2. Select "Bulk Reclassification".

The "Bulk Reclassification" page will open. Click "New Reclassification".




 

Select the account containing the entries you want to reclassify.

1. Click the "Source Account" field.
2. A list of the available accounts in the Chart of Accounts will appear.
3. Select the account you want to search for entries under.
    

After selecting the account, Wafeq will display the entries and journal lines recorded under this account.

You can narrow down the entries displayed by applying filters and selecting a specific time period.




 

You can view the details of a transaction by clicking its source. Once you have confirmed that you want to reclassify the transactions, select the entries you want to reclassify, then click "Next".
 

Select the target account to which you want to move the entries.

Click the Comments icon if you want to add a comment to the reclassification.

After selecting the target account and adding any comments, click "Reclassify 3 entries".

The transactions will be reclassified, and you can view their details by selecting them from the Bulk Reclassification list.