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Bank import
09 Sep 24

Automation and classification of transactions

In this section, you can create and manage templates and rules for the automatic addition and classification of transactions, whether they are income or expenses.

These rules help simplify and speed up the processing of your banking operations by ensuring that each transaction is automatically classified according to predefined criteria, thus reducing manual errors and management time.

You have the ability to perform the following actions:

  • Create a rule.
  • Edit a rule.
  • Delete a rule.
Manage your properties easily and with confidence

The intuitive and efficient property management software trusted by thousands of landlords across the UK and Europe.

Free registration

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