Once you've made your first transaction with Float, you should see that transaction and others on your Transactions page.
You can easily modify and prepare your transactions here for accounting export. This includes updating GL codes, attaching receipts, updating tax treatment, and assigning vendors.
In addition, you can add custom tags or add departments in order to better track your transactions!
If you would like to mass edit transactions, for example - you want to mass apply a GL code to a set of transactions, follow the steps below:
1. Search (or filter) the transactions you want to update
2. Select the checkbox for all
3. Click “bulk update”, and you code them all to the same GL
Want to automatically tag a certain vendor with a tag, GL code, tax code or accounting vendor? Please take a look at our Merchant Rules page.
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