Categorize Txns in System Jobs
7 months ago
Hey 👋 Bitwavers, You are now able to categorize transactions by uploading a file!!
Requirements:
- Transaction IDs (These ID's are available in the export report. From the sidebar, go to Transactions -> Export -> Run the export file.)
- Contact ID and Category ID (Find these under Accounting -> Contacts or Categories -> Copy the Bitwave ID)
Limitations:
- Import 5000 txns at a time
- Not able to use for Trades and Internal Transfers.
Take a look 👇👇👇👇👇👇
![1\. Go to Administration -> System Jobs -> click on Create Job](https://files.readme.io/9cebc72-Screenshot_2024-01-12_183640.png)
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](https://files.readme.io/2e9af12-Screenshot_2024-01-12_190746.png)
2. Download Template -> Add Data-> Upload -> RUN
![Example of Import](https://files.readme.io/d89cf66-Screenshot_2024-01-12_190211.png)
Example of Import