Categorize

Quick start to categorizing transactions, Handling Common Issues, and answering questions 🏆

🌻 Guides

🔗 Create Contacts/Categories

🔗 Accounting Defaults for Gas Fees, AP & AR

🔗 How to Categorize Individual Transactions

🔗 Contact-based Categorization Default & In-line Categorization

🔗 Bulk Categorization

😓 Common Issues

💧 Categorization Wont Save

💧Categories and Contacts from your ERP are not displaying in the Txn UI

:raised-hand: Frequently Asked Question

🍪 How to verify a transaction has been categorized?

🍪 Get a report of all transactions that are categorized.

Glossary

:blue-book: Categorize

:blue-book: ERP