Client Portal Help Centre

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  1. Client Portal
  2. Cashflow
  3. Transaction Categories

Transaction Categories

  • How do I deal with Reimbursements in Cashflow?
  • How do I group cashflow categories?
  • How do I split a transaction?
  • How do I assign a different category to a transaction?
  • How do I create rules for categorising transactions?
  • How do I manage (add or remove) cashflow categories?

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