Lists 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 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 mobile app. 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 and using them to enrich transactions in the mobile app takes just a few moments but can save valuable time in the reconciliation process. For instructions on creating lists, read here.
You 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.