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Product Updates & Release Notes
[LIVE] Adding a transaction to the GL while leaving it on the “Needs Review” tab
Uncategorized transactions can now be moved to the GL without being “reviewed,” keeping them on the “Needs Review” tab where they can be updated with late-arriving information.
What is it?
Uncategorized transactions can now be moved to the GL without being “reviewed,” keeping them on the “Needs Review” tab where they can be updated with late-arriving information.
How does it work?
Click the action menu (ellipses) to the far right of the transaction in question, and select “Add to GL.” The transaction will now be reflected in the GL, but remain on the “Needs Review” tab awaiting further information.