How do I categorize transfers?

To create categories:

1. Go to Settings.

2. Go to Transfer Properties.

3. Create categories.

To categorize payments:

That are created via the payment form:

1. Create a new payment.

2. Select a category.

That are requested via the public payment form:

1. Copy and share the public payment form.

2. Instruct contributors how to fill out the public payment form with the appropriate category.

To categorize transfers in the Bookkeeping page:

In-line:

• Go to the Bookkeeping page for a given safe.

• Click on the category column of the transfer row you’d like to categorize.

• Select the appropriate category option.

Via the detail pane:

• Go to the Bookkeeping page for safe.

• Hover over a transfer row and click on the Information icon on the far-right.

• Select the appropriate category option within the detail pane.

• Save your changes once they’ve been made.

Via bulk editing:

1. Optionally, click ‘Filter by’ in the Bookkeeping page for a given safe. Then, select the relevant filter options.

 

1. Select the transfer rows you’d like to categorize in the Bookkeeping page for a safe.

2. Click “Edit properties” located in the top-right corner of the table.

3. Edit properties or add details. Note, your edits will be reflected on all selected transfers.

4. Save your changes once they’ve been made.