How to Bulk Edit Transaction Categories
Updated over a week ago

To edit the categories and reporting fields of your transactions in one go, follow the steps by steps below:

  1. Go to Transactions page under Overview

  2. Select the relevant transactions and click on Edit

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  3. Edit the relevant details. In this section, you can change the categories and fill out the reporting fields that have been set by your business.

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  4. Once done, click Save and Yes, Update

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Now your transaction detail has been updated!

Notes: You can only select a maximum of 40 transactions at a time when editing your transactions in-bulk.

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