Who should use review?
The review queue catches transactions that need human attention before posting to your books.
What is the review queue?
The review queue is where transactions land when Acctally can't automatically post them to your books. Instead of guessing, Acctally flags them for you to check.
Review = "Something needs a human decision before this counts in your reports."
Why do transactions need review?
There are two types of reasons:
Integrity issues (must be fixed)
Something is missing or wrong. You can't post until it's corrected.
- •Missing money account (which bank or cash account?)
- •Missing date or currency
- •Invalid amount (zero or negative)
- •Duplicate suspected
- •Transaction in a locked accounting period
- •Missing exchange rate for multi-currency
Policy issues (can be overridden)
Your organization's rules require a check. You can approve with a reason if appropriate.
- •Missing category (what was this money for?)
- •Missing counterparty (who was involved?)
- •Large amount requires review
- •Missing receipt or invoice attachment
- •First-time vendor
- •OCR confidence below threshold
- •Unusual spending pattern
Who should enable review?
The review queue is most valuable for:
| Scenario | Why review helps |
|---|---|
| Multiple people entering transactions | Catch mistakes before they hit the books |
| High-volume imports (bank feeds, CSV) | Review uncategorized or unusual items in batch |
| Accountant managing client books | Quality check before month-end close |
| Compliance requirements | Audit trail showing who approved what |
| Large or sensitive transactions | Extra eyes on amounts above a threshold |
Who doesn't need review?
You might skip the review queue if:
- You're a solo founder entering your own transactions
- Every transaction has clear categories and complete info
- You trust automatic categorization completely
- Low transaction volume (you review everything naturally)
Even without formal review enabled, Acctally will still flag integrity issues that must be fixed. You can't accidentally post a transaction with missing required data.
The review workflow
When something lands in review:
See why it's flagged
Each review item shows exactly what triggered it
Fix or override
Add missing info, or approve with a reason for policy issues
Approve to post
Transaction moves to your books with full audit trail
Or exclude
Mark as not applicable (personal expense, duplicate, etc.)
Configuring review policies
In Settings → Posting Policy, you can control:
- Who can override policy issues (admin only, accountant, or no one)
- What overrides require (reason only, or reason plus attachment)
- Auto-lock periods to prevent changes after a certain number of days
- Category-specific rules (require invoice for certain expense types)
Next steps
Ready to start recording? Learn how to record a payment or record an expense.