Re Running AI Categorization
The AI Categorization can be run multiple times on an engagement. Any new transactions (from new statements processed after the previous run) will be processed. Note, changing the description on an existing transaction will not force the system to re-categorize that transaction.
Changing Categorizations
The two fields - V8 Default - Main and V8 Default - Sub - currently can't be edited. If you want to make changes to these, export the data out to Excel, copy the columns into one of the Vis Cat columns (columns V,W and X in Excel) and sync the data back into the system.
Changing Counterparty and Location Data
The Counterparty field and the 12 additional fields (mainly location based) currently can't be edited. If you want to make changes to these, export the data out to Excel, copy the columns into one of the Customer columns (columns AH through AS in excel) and sync the data back into the system.
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