Transactions Table

Detailed view and tagging for the individual transactions.

The transactions page gives you a detailed view of every vendor transaction and bill payment, and allows for you to accurately map vendors. If the vendor does not exist, you can also create a new vendor for that transaction here.

Transaction Overview

This table lets you view and search every transaction and bill payment as well as the accounts that the transactions are associated with.

Vendor mapping

In the case that you want to assign a different vendor to a specific transaction, you can select an existing one or add a new vendor from the dropdown.

Filtering by transaction

These filters allow you to find relevant transactions by parameters such as vendor name, date, and transaction amount.