Less Accounting

Find a specific transaction, how to filter transactions by date, how to filter a transaction by type, search contacts, search invoices

Find a transaction

How to use the search function, how to search for transactions, how to search for invoices, how to search for contacts

How to troubleshoot transactions, possible duplicates, possible funds transfers, account balance issue, auto-categorized expenses

How to create tags, edit tags, use tags, examples of tags

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

How to use the review status to communicate with your team

What happens if I don't mark my fund transfers?

Learn how to find specific transactions, troubleshoot, group together for easy referencing, and communicate / review with your team.

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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