System Jobs

System Jobs allows the user to modify transactions at scale using custom actions.

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WAIT! THIS FUNCTION IS TO BE USED WITH CAUTION. Please note you are not able to undo a job after it begins.

Create System Jobs

1. Go to Administration
2. Go to System Jobs
3. Click on Create Job

Types of Actions (and requirements)

• Delete Transactions
  • Wallet
  • Date
• Ignore Transactions
  • Wallet
  • Date
• Mark transactions as Reconciled
  • Wallet
  • Date
• Reconcile Transactions
  • Wallet
  • Date
• Categorize Transactions
  • Upload CSV
• Uncategorize Transactions
  • Wallet
  • Date
• Unignore Transactions
  • Wallet
  • Date
• CSV Bulk Action: Allows you to Update individual transactions using a csv file. HERE IS THE TEMPLATE. The available actions are
  • Delete Transactions
  • Ignore Transactions
  • Mark transactions as Reconciled
  • Reconcile Transactions
  • Categorize Transactions
  • Uncategorize Transactions
  • Unignore Transactions