Transaction Review

All content related to Transaction Review and Quality Control

  • 3 Topics
  • 5 Replies

3 Topics

A
Adele GruberNew Decimal
asked in Transaction Review

sending request to client for transaction review/uncat transactions

Does my client have to have an activated dashboard/portal in order to receive and answer Transaction Review requests?  

1
Michael
1 month ago
C
Advisory Board
contractorskeeperllcAdvisory Board
asked in Transaction Review

receipts

How can clients upload receipts?

3
Michael
4 days ago
Alex Little
Alex LittleNew Decimal
asked in Transaction Review

Best practices for transaction categorization

I’d love to hear people’s best practices for making transaction categorization as automated as possible. From my understanding, because Digits requires a transaction to be categorized as an uncategorized expense, income, etc. before it will analyze, has anyone come up with an efficient process for this?Is it just simply categorizing the transactions that you’re sure about and then all of the ones you’re unsure about just immediately categorizing them to one of your selected accounts to analyze? I’d love it if Digits could analyze and help categorize transactions straight from the bank feed without having to code them first.Love to hear everyone’s thoughts!

1
Michael
1 day ago

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