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Managing Transactions

CoralLedger Comply makes it easy to import, categorize, and manage your business transactions for VAT compliance.

Transaction Sources

You can import transactions from multiple sources:

  • CSV Upload - Import from any accounting system
  • Excel Files - Direct .xlsx import
  • Point POS - Automatic sync from CoralLedger Point

Key Features

Automatic VAT Categorization

Our AI-powered categorization engine automatically assigns VAT rates based on:

  • Product/service descriptions
  • Vendor information
  • Historical patterns

Bulk Operations

  • Edit multiple transactions at once
  • Bulk category assignment
  • Mass corrections

Audit Trail

Every transaction maintains a complete history of:

  • Original import data
  • Category changes
  • User modifications

Next Steps