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Bulk Operations

When you have many payment suggestions, bulk operations help you process them efficiently.

Available Bulk Operations​

Confirm All High Confidence​

Confirm all suggestions with 90%+ confidence:

  1. Go to Payment Suggestions
  2. Click Confirm All High
  3. Review the count
  4. Click Confirm

All high-confidence matches are recorded as payments.

Reject Selected​

Reject multiple non-rent transactions:

  1. Check the boxes next to transactions
  2. Click Reject Selected
  3. Optionally add a reason (applies to all)
  4. Confirm

Export Pending​

Export pending suggestions to review offline:

  1. Click Export Pending
  2. Download CSV
  3. Review in spreadsheet
  4. Return to confirm/reject

When to Use Bulk Operations​

Monthly Rent Day​

After rent day, you might have many suggestions:

  1. Confirm All High - Process obvious matches
  2. Review remaining manually
  3. Reject non-rent deposits

After Bank Sync Catches Up​

If you connected your bank with history:

  1. Many historical transactions appear
  2. Use bulk confirm for clear matches
  3. Manually review older/unclear items

Regular Maintenance​

Weekly bulk review:

  1. Confirm high confidence
  2. Review medium confidence
  3. Reject known non-rent

Best Practices​

Review Before Bulk Confirm​

  1. Glance at the high-confidence list
  2. Look for obviously wrong matches
  3. Reassign any errors first
  4. Then bulk confirm the rest

Use Reject Sparingly​

Only reject transactions you're sure aren't rent:

  • Personal deposits
  • Other business income
  • Transfers

If unsure, leave pending and investigate.

Check Results After​

After bulk operations:

  1. Review the Payment History
  2. Spot-check a few entries
  3. Verify rent ledgers look correct

Troubleshooting​

Accidentally Confirmed Wrong​

  1. Go to Payments
  2. Find the payment
  3. Click Edit or Delete
  4. Correct the error

Accidentally Rejected Rent​

Rejected transactions can be recovered:

  1. Go to Payment Suggestions
  2. Click Rejected tab
  3. Find the transaction
  4. Click Restore
  5. Confirm or reassign

Too Many Low Confidence​

If most suggestions are low confidence:

  1. Check tenant names match lease records
  2. Verify rent amounts are correct
  3. Ensure bank account is the one receiving rent
  4. Ask tenants to include identifying info in transfers

Efficiency Tips​

  1. Process regularly - Don't let suggestions pile up
  2. Set a schedule - Review every few days
  3. Use filters - Focus on high confidence first
  4. Trust the AI - It learns from your confirmations

Automation Options​

Auto-Confirm Setting​

In Settings → Integrations:

  • Auto-confirm 90%+ - Automatically confirm very high matches
  • Auto-confirm 95%+ - More conservative option
  • Manual only - Review everything (default)
tip

Start with manual review to understand the matching. Enable auto-confirm once you trust it.

Next Steps​