How to edit the categories and reporting fields of my outbound transactions in-bulk?

To edit the categories and reporting fields of your outbound transactions in one go, follow the steps by steps below: 

  1. Go to Transactions page under Overview
  2. Select the relevant transactions and click on Edit
  3. Edit the relevant details. In this section, you can change the categories and fill out the reporting fields that have been set by your business. 
  4. Once done, click Save and Yes, Update

Now your transaction detail has been updated! 

Note: You can only select a maximum of 40 transactions at a time when editing your transactions in-bulk. 


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