FINSYNC gives you an easy way to track attributes directly from the banking screen. These attributes can then be used to run specialized reports.
For an overview of Adding Attributes to your banking transactions, follow the steps outlined below:
1. Click on Banking from the top menu.
2. Select the bank account from the left menu that is linked to the transaction you want to add attributes to. If you only have one bank account synced, it will be selected automatically.
3. Click on the transaction row you want to add attribute(s) to, this will expand it.
After clicking to expand, this is what you will see:
4. Click the box for the attribute(s) you would like to add. Attributes are completely optional so use all, none or any combination. Your attribute options are Project, Associate, Customer, Vendor, Department or Location.
5. Click Save to add the attribute(s) to the transaction. You can always click the transaction line item again to see the added attribute(s).
Related Articles:
Overview of Attributes (Classes)
Removing Attributes from Bank Transactions
How to Create and Send an Invoice