If you would like to review your transactions and make sure that each one is categorised and tagged correctly, the 'Review Transaction' view is something you might find useful.
To review transactions:
-
In your portal, navigate to Financial > Cashflow and change open the cashflow tab and change the category filter to to 'Needs to be reviewed'.
-
Your cashflow will show you all the transactions that need to be reviewed, based on the Filter (date range ) that you have set.
- In this view, click the 'Edit' pencil and you can change the category, tax tag, choose to assign ownership and add notes.
-
Once all the details are correct, simply click 'Review'. A green tick will replace 'Review' and the transaction will no longer appear on this screen once refreshed.