What's New? | Botkeeper

[LIVE] Enhanced Inline Transaction Editing

New fields are available when editing a single transaction via the “Edit” option in the action menu (ellipses) to the far right of a transaction.

What is it?

New fields are available when editing a single transaction via the “Edit” option in the action menu (ellipses) to the far right of a transaction. You can now add or edit check numbers, which will sync back to your GL automatically; indicate if a transaction is billable (QBO only); and track the customer and project if enabled in your general ledger.

How does it work?

To access the ability to edit a check number, indicate a transaction is billable (QBO only), or track the customer or project: 

  1. Click the action menu (ellipses) to the far right of the transaction you wish to perform the action(s) on.
  2. Select “edit” from the pop-up menu
  3. Fill in the desired fields.