🔹 Combining 2 operations into a Transfer
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ã…¤Companies often face situations where funds are transferred from one account to another.
ã…¤If 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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ã…¤In this form, transactions affect analytics by increasing the amount of income and expenses on accounts
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ã…¤To 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
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🔹 Reformatting payment of expense or income to Transfer
ã…¤If 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
ã…¤Transfer 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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ã…¤If 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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ã…¤This report will contain 3 separate action records:
1. Auto delete income
2. Auto delete expense
3. Create transfer
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ã…¤ 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