> For the complete documentation index, see [llms.txt](https://docs.kick.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kick.co/workflows.md). # Workflows - [Transactions](https://docs.kick.co/workflows/transactions.md): View and manage all the financial activity flowing through your connected accounts. - [Reviewing Transactions](https://docs.kick.co/workflows/reviewing-transactions.md): Sign off on transactions field by field, see who reviewed what and when, and filter to what still needs eyes. - [Transaction Dates](https://docs.kick.co/workflows/transaction-dates.md): Understand why a transaction's date in Kick can differ from your bank, how Pacific Time affects your reports, and which dates stay as entered. - [Categorization](https://docs.kick.co/workflows/categorization.md): Kick automatically categorizes your transactions and learns from your changes - [Personal to Business](https://docs.kick.co/workflows/personal-to-business.md): Capture business expenses that were paid from a personal account. - [Reconciliation](https://docs.kick.co/workflows/reconciliation.md): Confirm that your Kick transactions match your official bank statements, period by period. - [Checks and Deposits](https://docs.kick.co/workflows/checks-and-deposits.md): Record checks and deposits on the date you write them, then clear each one when the bank transaction arrives. - [Record a Check or Deposit](https://docs.kick.co/workflows/checks-and-deposits/record-a-check-or-deposit.md): Record one check or deposit on the date you wrote it so your books update before the bank clears it. - [Add Multiple Checks and Deposits](https://docs.kick.co/workflows/checks-and-deposits/add-multiple-checks-and-deposits.md): Type or paste up to 50 checks and deposits into a spreadsheet and record them in one import. - [Clear Checks and Deposits in Reconciliation](https://docs.kick.co/workflows/checks-and-deposits/clear-checks-in-reconciliation.md): Match outstanding checks and deposits to the bank transactions that cleared them during reconciliation. - [Journal Entries](https://docs.kick.co/workflows/journal-entries.md): Understand what journal entries are, when they're created, and how to view them in your books. - [Revenue recognition](https://docs.kick.co/workflows/revenue-recognition.md): Spread a sale across the months you earn it, instead of booking it all when you invoice or get paid. - [Transfers](https://docs.kick.co/workflows/transfers.md): Make sure money moving between your accounts is recorded correctly and doesn't skew your reports. - [Splits](https://docs.kick.co/workflows/splits.md): Break a single transaction into multiple line items when a charge covers more than one category or business. - [Rules](https://docs.kick.co/workflows/rules.md): Automate how Kick handles recurring transactions so you spend less time on manual categorization. - [Classes](https://docs.kick.co/workflows/classes.md): Track performance by location, department, project, or any other dimension that matters to your business. - [Counterparties](https://docs.kick.co/workflows/counterparties.md): Vendors and customers in Kick - how they work and how to manage them. - [Loans](https://docs.kick.co/workflows/loans.md): How to record loan payments correctly so your books stay accurate and your Balance Sheet reflects what you actually owe. - [Payroll](https://docs.kick.co/workflows/payroll.md): How payroll transactions flow into Kick and what to do if you run payroll outside of Gusto. - [Memos](https://docs.kick.co/workflows/memos.md): Add notes to transactions to explain what they were for - useful for your accountant, your records, and audit readiness. - [Documents](https://docs.kick.co/workflows/documents.md): How to store, attach, and find business documents in Kick - contracts, statements, tax forms, and more. - [Invoicing](https://docs.kick.co/workflows/invoicing.md): View invoices synced from Stripe, Mercury, and BILL, and create and send invoices directly from Kick. - [Bill Pay](https://docs.kick.co/workflows/bill-pay.md): View and manage your bills in Kick, with real-time sync from Ramp or BILL. --- # Agent Instructions This documentation is published with GitBook. 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