Who this is for: Accountants reviewing transactions submitted by clients in Debits.
What you’ll learn: How to send a transaction back from the Review tab to the Categorize tab so the client can make corrections before the transaction is approved.
Before you begin #
- You must be signed in as an Accountant. Client users do not have the Return to Client action.
- The transaction must currently be on the Review tab (status: review). This action is not available on the Categorize or Approved tabs.
- Navigate to Companies, select the company, and open the Transactions page.
How it works #
When a client categorizes a transaction, it moves from the Categorize tab to the Review tab for the accountant to check. If the accountant finds an error or wants the client to make changes, they can return the transaction to the client. This changes the transaction status from review back to uncategorized, and the transaction reappears on the client’s Categorize tab.
This is a per-transaction action. There is no bulk “return all” option — each transaction must be returned individually.
Understanding the transaction status flow #
- Categorize tab (status: uncategorized) — The client sees and categorizes transactions here.
- Review tab (status: review) — The accountant reviews categorized transactions here.
- Approved tab (status: approved) — Finalized transactions that have been synced or saved.
The Return to Client action moves a transaction from the Review tab back to the Categorize tab.
Step-by-step instructions #
Step 1: Navigate to the Review tab #
On the Transactions page, click the Review tab in the tab bar at the top of the table. The table now shows only transactions with a status of review.
Step 2: Find the transaction to return #
Scroll through the Review tab or use the search bar and column filters to locate the specific transaction you want to send back to the client.
Step 3: Open the actions menu #
On the transaction row, click the three-dot menu icon (vertical ellipsis) on the right side. A dropdown menu appears with available actions.
Step 4: View the dropdown menu #
The dropdown shows available actions for this transaction. On the Review tab, you will see options such as Email, Split Transaction, and Return to Client.
Step 5: Click Return to Client #
Select Return to Client from the dropdown menu. The transaction status changes from review to uncategorized immediately. A green success notification appears at the top right of the screen confirming the action.
What happens next #
- The transaction disappears from the Review tab.
- The transaction reappears on the Categorize tab with a status of uncategorized.
- The client can now see the transaction on their Categorize tab and make any needed corrections before resubmitting it for review.
Troubleshooting #
- I do not see the Return to Client option in the menu: This option only appears on the Review tab and only for Accountant users. Make sure you are on the Review tab and signed in as an Accountant, not as a Client.
- I see “Failed to return transaction” error: There may be a network issue or the transaction data may have changed. Refresh the page and try again. If the problem persists, contact Debits support.
- The transaction did not appear on the Categorize tab: Refresh the Categorize tab. The transaction list uses caching that updates automatically, but a manual refresh ensures you see the latest data.
- Can I return multiple transactions at once? No, Return to Client is a per-transaction action. You must open the actions menu and select Return to Client for each transaction individually.
- Can I undo the return? The client can re-submit the transaction from the Categorize tab, which will send it back to the Review tab. You can also change its status by categorizing it again from the Categorize tab yourself.
