How can I create or edit 'lists' to categorise transactions?

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Lists help to categorise your company’s transactions for analysis and can refer to specific projects, expenses, or cost centres. Soldo Super admins, Admins and Accountants can create a range of lists and selectable list items in the Soldo web app. Soldo users can then select items from lists to enrich their transactions. Find out more about lists here.

You can import any existing lists you have, or create one manually in Soldo’s web app.

Only Super admins, Admins and Accountants can create or edit lists.

Create a new list manually

1. Log in to the web app.
2. From the left-side menu, select Configure > Lists.
3. Select Create list.
4. Enter a name and select which roles or users this list will be visible to.
5. Select Create.

You can now start adding items to your list. These will be the items available for your users to select when enriching transactions. For example, if you created a list named 'Departments', you may add items like 'Sales, Marketing, HR, Finance'.

To add items to the list:

6. Select View list.
   
7. Select Add item.
8. Enter a name and an optional description for each item.
9. Select Create to save.

Tip: By default, users can only select one list item for each list. If you want to allow users to select multiple list items, you can enable the toggle Multiple items can be selected. You can also control the visibility of each item in the list by selecting the Enable item toggle next to each list item. If you want to temporarily disable the list, you can use the toggle 'Make this list active'.

Delete lists

1. Log in to the web app.
2. From the left-side menu, select Configure > Lists.
3. Select the list that you want to delete by clicking View list.
   
4. Select Edit.
   
5. Select Delete [List name].
   

Edit list items

1. Log in to the web app.
2. From the left-side menu, select Configure > Lists.
3. Select the list that you want to edit by clicking View list.
   
4. Select Edit next to an item to change its name or description.
   

Tip: If you want to permanently delete a list item, select the delete icon next to the item.

Importing lists

You can import lists and list items from a CSV file. You'll have the option to import list items into a list you've already created or import and create a new list along with the list items.

Tip: You'll be able to download a sample CSV template when you reach the upload step.

Import into an existing list

1. Log in to the web app.
2. From the left-side menu, select Configure > Lists.
3. Select Import list.
4. Select Into an existing list.
5. Select the list that you want to add items to from the dropdown and then select Continue.
6. Upload your CSV file. (You can download a sample template at this step).

Note: Your CSV file should contain list items in the format: Item name;Item description. If you don't want to include a description, you can use the format Item name; (be sure to include the semicolon).

7. Select Confirm to import your list items.

Import and create a new list

1. 1. Log in to the web app.
   2. From the left-side menu, select Configure > Lists.
   3. Select Import list.
   4. Select Into a new list.
   5. Enter a name and select which roles or users this list will be visible to.
   6. Select Continue.
   7. Upload your CSV file. (You can download a sample template at this step).

   Note: Your CSV file should contain list items in the format: Item name;Item description. If you don't want to include a description, you can use the format Item name; (be sure to include the semicolon).

   7. Select Confirm to import your list items.