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info11
Level 1

How can i classify multiple transactions from one vendor, into the same category, without having to sift through all transactions individually on the expense list?

 
1 Comment 1
JamesDuanT
Moderator

How can i classify multiple transactions from one vendor, into the same category, without having to sift through all transactions individually on the expense list?

In the Expense Transactions list, you'll need to open each transaction and do the changes one at time, info11.

 

Though, I've got a few ways to get through with this.

 

For one-line transactions, we can update the categories without opening them one at a time. Let me show you ho:

  1. Select Expenses on the left menu and go to the Vendors tab.
  2. Select a vendor profile and go to the Transaction List tab.
  3. Click the Filter button to sift the transaction type and date range. Then, click the Apply button.
  4. Change the categories of the transactions you want to update.

For multiple-line transactions (showing as -Split-), you'll want to open them individually and do the changes one at a time. This applies to the vendor transactions using the product/service items, too.

 

Feel free to let me know if you need more assistance with this. I'll be around.

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