Withdrawal of cash from a card. How to combine income and expense for a transfer?

🔹 Combining 2 operations into a Transfer

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ㅤCompanies often face situations where funds are transferred from one account to another.
ㅤIf the accounts are integrated into the Finmap service, we see such a transfer as one actual expense transaction and a second income transaction:
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ㅤIn this form, transactions affect analytics by increasing the amount of income and expenses on accounts
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ㅤTo indicate that these transactions are transfers:

1. Select 2 operations with check marks
2. Click “Combine to transfer”

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3. Verify transaction amounts and accounts and confirm the merger

🔹 Reformatting payment of expense or income to Transfer

ㅤIf only one account is integrated in the company, then one expense or income transaction is automatically included in the service when transferring. Depending on whether it was a transfer to or from a card.

You can open this payment (income or expense) and reformat it into a Transfer

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🔹 Transfers in Analytics

ㅤTransfer transactions are not included in the Money and Profit reports, but if you need to view information on transfers, it is available in the Account Statement report:
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🔹 Cancel combining transactions into a Transfer via Action History
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ㅤIf you have combined 2 transactions into a Transfer, but this action was a mistake, you can undo the last action through the Action history report
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ㅤThis report will contain 3 separate action records:
1. Auto delete income
2. Auto delete expense
3. Create transfer
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ㅤ To return the entire cycle of actions, you need to click the “cancel” button next to each entry
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This will help:
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1. cancel combining to Transfer
2. cancel deleting income
3. cancel deleting expenses

🔹 Combining 2 operations into a Transfer

🔹 Reformatting payment of expense or income to Transfer

🔹 Transfers in Analytics

🔹 Cancel combining transactions into a Transfer via Action Historyㅤ

🔹 Cancel combining transactions into a Transfer via Action History
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