Help · Bank statements & reconciliation
How to edit bank classification heads
Heads such as Salary, Taxes or Bank charges sort imported bank lines automatically. Edit the words they look for, or add your own.
Who can do this: Organisation admins (Client Admin).
Steps
Step by step
- Banking → Classification heads.
- Open a head to see the words it looks for in the bank narration (for example "NEFT SAL" for Salary).
- Add or remove words, or create a new head with its own words and the account it usually goes to.
- Save. New statement imports use the updated heads; you still confirm each suggestion during reconciliation.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.
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