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Starred and Assigned Items
Starred and Assigned Items

How to leave a note to your accountant or other members, how to highlight transactions for review, how to assign a transaction

Yzza avatar
Written by Yzza
Updated over a week ago

Starred Items is a great way to group transactions for quick review later on.

To star an item, simply open a transaction (whether it's a deposit, expense, or funds transfer) and you'll notice a star icon to the left of the editing fields. Click this to star the transaction.

Right below that star icon is a pencil icon. Click this to write a note on the transaction, and even assign it to a particular member of your LessAccounting account. If you assign it to someone, they will get an email notification and also see it listed on their Dashboard's Notifications next time they log in. You'll see your list of starred items here as well.

When you are done with an item, click the star icon again to UNstar it and remove it from your starred items list.

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