Lists give you the flexibility to tag transactions with additional data. They are an effective way to organise and track your company’s spending, making everything easier to analyse. Lists can relate to specific projects, cost centres, or to any other category that helps you manage your business spending more efficiently.
Soldo Super admins and Admins can define various lists and list items in the Soldo web app. Creating a new list generates an extra field to transaction details, offering users selectable items to add to their transactions in the web and mobile apps. For example, a ‘Departments’ list could feature items such as Sales, Marketing, and HR. The user could then tag their transaction with the relevant department.
This data makes it easier to analyse specific aspects of your business. You can filter transactions associated with each list to create comprehensive reports.
Creating lists in the web app takes just a few moments but can save valuable time in the reconciliation process. For instructions on creating lists, read here.
Customers on selected plans can also set up Autotags to automatically assign list items to transactions that meet certain criteria. Find out more about Autotags and how to create them here.
Lists give you the flexibility to tag transactions with additional data. They are an effective way to organise and track your company’s spending, making everything easier to analyse. Lists can relate to specific projects, cost centres, or to any other category that helps you manage your business spending more efficiently.
Soldo Super admins and Admins can define various lists and list items in the Soldo web app. Creating a new list generates an extra field to transaction details, offering users selectable items to add to their transactions in the web and mobile apps. For example, a ‘Departments’ list could feature items such as Sales, Marketing, and HR. The user could then tag their transaction with the relevant department.
This data makes it easier to analyse specific aspects of your business. You can filter transactions associated with each list to create comprehensive reports.
Creating lists in the web app takes just a few moments but can save valuable time in the reconciliation process. For instructions on creating lists, read here.
Customers on selected plans can also set up Autotags to automatically assign list items to transactions that meet certain criteria. Find out more about Autotags and how to create them here.