Transaction Functions

How to Add a Memo to a Transaction
Navigate to the 'Transactions' tab There's two ways to add a memo to a transaction 1. Click the three dots next to the transaction you w...
Fri, Oct 16, 2020 at 4:13 PM
How to Add a Receipt to a Transaction
Navigate to the 'Transactions' tab There's two ways to add a receipt to a transaction 1. Click the three dots next to the transaction ...
Fri, Oct 16, 2020 at 4:13 PM
How to Allocate a Transaction for Accounting
Navigate to the 'Transactions' tab Click the transaction you wish to allocate for accounting. You can quickly find transactions that need ...
Tue, Aug 10, 2021 at 6:34 PM
Transactions Tab - General Use
Navigate to the 'Transactions' tab In This Article: Search Transactions Sort and Filter Transactions Expand Transaction Details Export Tr...
Fri, Oct 16, 2020 at 4:45 PM
How to Add a Receipt
Navigate to the 'Transactions' tab A receipt will show on the left side if already attached or it can be uploaded through drag/drop ...
Tue, Aug 10, 2021 at 6:37 PM