Reviewing Transactions
Sign off on transactions field by field, see who reviewed what and when, and filter to what still needs eyes.
Review is how your team signs off on transactions, the way you'd work a traditional bank feed: validate the numbers, validate the coding, and make sure nothing slips by.
Review works at the field level. Instead of marking a whole transaction as done, you sign off on the individual fields you checked, and Kick records who reviewed each one and when.
Fields You Can Review
Category (shown only in workspaces that use categories)
Counterparty
Class
Entity
Cash ledger
Accrual ledger (the transaction's Review section shows it only when the entity has an accrual ledger)
Memo (shown only when the transaction has a memo)
Reviewing a field never changes its value. It records that a person checked it.
A few fields can't be marked reviewed until they're ready: an empty Category, Entity, or Memo, a category still set to Uncategorized, and ledger fields on personal transactions. Kick skips these automatically in bulk actions.
Mark a Field as Reviewed
On a single transaction:
Open the transaction from the Transactions tab
Open the Review section
Click Mark reviewed next to each field you checked
To undo a review, click Undo review on that field.
In bulk:
Select the transactions
Open the actions menu (or press ⌘K) and choose Mark reviewed
Pick a field, or All fields to sign off on everything at once
Mark unreviewed works the same way in reverse.
The Review column. Add the Review column from the Views button on the toolbar. Each row shows a check when at least one field has been reviewed and a dotted icon when none have. Click it to open the transaction with the Review section already expanded, and sort the column to push unreviewed rows to the top.
Each reviewed field shows the reviewers' avatars. Hover one to see who signed off, with the date and time. Reviews also appear in the transaction's activity log.
More Than One Reviewer
Multiple team members can review the same field. Each sign-off is stored separately with the person and the date, so a preparer and a reviewer (or an entire team) can each leave their mark.
What Happens When a Reviewed Field Changes
If a field's value changes after it was reviewed, like a category swap or a recategorization that moves the transaction to a different GL account, Kick clears all reviews on that field. Only the changed field is affected; sign-offs on other fields stay, so a review always refers to the value currently on the transaction.
Filter by Review Status
On the Transactions tab, open Filter → Review. The filter has three sections:
Reviewed: find transactions where fields have been reviewed. Choose Any field (at least one of the selected fields is reviewed) or Every field (all of them are), then check the fields you care about
Unreviewed: the same, in reverse. Any field means at least one selected field still needs review; Every field means none of them have been touched
Reviewers: filter by who signed off. Choose Any member, All members, or None of the members, then check specific teammates
Common Review Workflows
You decide how much gets human eyes. Some teams review everything; others only review what matters and let the AI handle the rest. Once a combination works for you, save it as a view so it's one click from the Transactions tab next time.
Review everything. Filter Unreviewed, work the list top to bottom like a bank feed, and mark fields reviewed as you go
Review what's material. Combine Unreviewed with an amount filter so only transactions above your threshold land in the queue
Watch specific accounts. Combine Unreviewed with the account filter to keep eyes on the accounts you care about most
Check the matches. Combine the Review or Unreviewed filter with the Match filter to confirm matched transactions were paired correctly
See what a teammate has covered. Filter Reviewers by a specific person to see what they've signed off on, or what they haven't gotten to
FAQs
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