As part of reviewing transactions you are required to select a category. This article will detail the process of how to change the category for your transactions. Depending on how you are adding a transaction, depends on how you change the category.
This article covers selecting categories for:
Bank transactions
Within your transactions tab you will be able to see all of the bank transactions for your respective accounts.
At the top of this page you will be able to see if there are any unreviewed transactions, as below.
Once you click into the tile here, you will find the transactions that have not yet been reviewed.
If you select an individual transaction here, then you you will be shown some additional information for this transaction. From this screen you are able to search for the category that best represents the transaction it relates too.
Once you click into the category tile, this will take you to our full list of categories. For a full detailed breakdown of all categories at Ember please check out the link here.
If you are unsure which category to apply to a transaction, then please reach out to our talented team of chartered accountants who are always on hand to offer expert advice as and when you need it.
Out of pocket expenses
Changing a category when adding an out-of-pocket expense is done in a very similar way to the above.
If you head to the Expenses tab, and click + add out-of-pocket expense the transaction will initially be Uncategorised. By clicking into the Category tile you are able to select from the full list of categories available within Ember.
Purchase invoices
Changing a category when adding a purchase invoice can be done as followed.
Navigate to the Purchases tab and open a draft invoice.
Within your draft invoice you are able to + add a new line item. Any new line item will initially be Uncategorised. By clicking into the Category tile you are able to select from the full list of categories available within Ember.
