As soon as you start categorizing transactions in Agicap, the artificial intelligence on which the software is based will issue pre-categorization suggestions for similar transactions. This will save you lots of time ⏰
To find these pre-categorized transactions, go to the Bank tab in the blue banner at the top of your screen, then click on the Pre-categorized tab.
Here you will have to check if the pre-categorizations proposed by the software are correct and validate them by clicking on the small check mark ✔ to the right of the category.
Validation allows the AI to refine itself. But be aware that the categorization will be taken into account even if you don't validate them. 😉
To go even faster, you can validate several operations at the same time. Select them via the little box on the left of the transaction name, then click on Validate pre-categorization on the right.
If a pre-categorization is wrong, just click on the proposed category and select the appropriate category. 😊
💡 Good to know: Pre-categorization allows you to save time regarding recurring feeds, but you can also go further by creating automatic categorization rules.