Overview
The Import Feed now makes booking transactions simpler and faster, reducing the number of steps needed to process and categorize payments.
What’s New?
One-Step Transaction Booking
Previously, booking a transaction required multiple clicks and pop-ups. Now, you can complete everything directly within your feed.
Instant Rule Creation
If a transaction is recurring, you can create a rule as you book it. This means future transactions with the same details will be categorized automatically, reducing manual work.
Quick Actions for Transactions
Need to adjust a transaction? Click the options menu next to it and choose to split, edit, ignore, or delete—no need to open another window.
Why This Matters
These updates help you manage transactions faster, keep your records organized, and minimize manual input. If you have any questions please reach out to support.
Still have questions? Reach out to our Support Team via email at [email protected] or call us at (888)939-6865.