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Managing Transactions

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

Transaction Sources​

You can import transactions from multiple sources:

  • CSV Upload - Import from any accounting system with header-driven column mapping (manual override available)
  • Excel Files - Direct .xlsx import with column-detection assistance
  • Manual Entry - Enter individual transactions directly

Key Features​

VAT Categorization Guidance​

Our categorization guidance suggests VAT categories based on:

  • Product/service descriptions
  • Vendor information
  • Historical patterns
  • 30+ Bahamas-specific VAT categories

Import Validation​

Real-time validation during import:

  • VAT compliance checking
  • Duplicate detection (SHA-256 + fuzzy matching)
  • Category suggestions for your review
  • Error and warning panels

Bulk Operations​

  • Edit multiple transactions at once
  • Bulk category assignment
  • Bulk delete with compliance protection
  • Mass corrections

Per-Transaction Management​

  • Edit - Modify any transaction details
  • Delete - Remove transactions (with compliance protection)
  • Recategorize - Change VAT category assignments
Compliance Protection

Transactions included in filed VAT returns cannot be deleted. Use amendments for corrections to filed periods.

Audit Trail​

Every transaction maintains a complete history of:

Next Steps​