Category Management
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      3. Category Management

      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
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      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. 
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      4. Once done, click Save and Yes, Update
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      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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