Working with Downloaded Transactions
Cloud Banking: Working with Downloaded or Imported Transactions: Approve, Match, Unapprove, Auto-Categorize (Categorization Rules) Transactions
Working with Downloaded or Imported Transactions For those accounts that have been connected to their banks via Cloud Banking, transactions will automatically flow in on a daily basis. Working with the downloaded transactions can be a real time ...
What are some best practices regarding the creation of Categorization rules in Cloud Banking?
So you wanna make a categorization rule in Cloud Banking? Awesome! Let us give you some tips for rule creation that will make your rules blow your efficiency right through the roof! How to choose a pattern Pay close attention to the pattern. Pick ...
[Cloud Banking] Assign classes to different bank accounts
In order to assign default classes to each bank account, Navigate to Bank/Cloud Banking and take following steps: 1. Open the bank account card (G/L account card) 2. Select "Import Settings" tab 3. Uncheck the box for "Default Class" field and select ...
Help! When approving transactions in Cloud Banking, the documents that are created say deposits for payments (or vice versa).
These transactions were most likely imported using a csv file and the problem is most likely a mapping error. Before importing a CSV file, you must open the bank detail (see image below) and map the columns so the system knows which column contains ...
Cloud Banking : Using Wildcards in Categorization Rules
When categorization rules exist in Cloud Banking, the system will automatically assign a vendor, an account, a project and a class for based on a match with the description of the transaction that is defined in the rule. Read more about this here. ...