After importing your bank statements, we recommend identifying and specifying your providers for maximum Commspace benefit.
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Commspace uses automation based on the provider name and amount to find the best match and filter out the other transactions/commission statements. Therefore, the more providers you've set, the more accurate your Commspace suggested matches will be.

Step 1: Select your transactions that you'd like to set the provider for

Step 2: expand "More Actions"

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Step 3: select your provider

Your transactions have been updated to your selected provider:

Step 1: select the "Unknown" provider on the dotted line:

Step 2: it will present you with a dropdown - once you select your provider, it will be set

Don't want to set the providers manually? Have a look at our Premium Features add-on which includes Bank Recon Premium, to auto set your providers.

If a provider has been set, however, you want to remove it (not correct it). This is usually the case for excluded transactions.

Step 1: Select the transaction

Step 2: Expand More Actions to reveal the Provider Set box

Step 3: Without selecting a Provider, click on Set

Now your provider is back to "Unknown":