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Categorize Txns in System Jobs

4 months ago

Hey :wave: Bitwavers, You are now able to categorize transactions by uploading a file!!

Requirements:

  1. Transaction IDs (These ID's are available in the export report. From the sidebar, go to Transactions -> Export -> Run the export file.)
  2. Contact ID and Category ID (Find these under Accounting -> Contacts or Categories -> Copy the Bitwave ID)

Limitations:

  1. Import 5000 txns at a time
  2. Not able to use for Trades and Internal Transfers.

Take a look :point-down::point-down::point-down::point-down::point-down::point-down:

1\. Go to Administration -> System Jobs -> click on Create Job

1. Go to Administration -> System Jobs -> click on Create Job

Download Template -> Add Txn ID's (get ID's in export report) -> Upload CSV -> RUN

2. Download Template -> Add Data-> Upload -> RUN

Example of Import

Example of Import