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


  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.


  4. Once done, click Save and Yes, Update


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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