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

Only SuperAdmins, Admins and Accountants can create or edit lists

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 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.

How to import an existing list:

1. Navigate to Configure in the left menu, and then select Lists.
2. Select whether you want to import items into an existing list or a new one.
3. If you choose Into an existing list, select the relevant list name from the drop-down menu. If you choose Into a new list, enter a name and select which roles or users this list will be visible for. Click Continue.
4. Upload a CSV file with the details of your list. This file must have UTF-8 encoding, or you can choose to download the template to fill in and upload instead. 
5. Review the details of the upload file, and once you’re happy, click Confirm. This screen will detail any issues with the downloaded items, so you can amend the file and re-upload if needed. 

How to create a new list manually:

1. Navigate to Configure in the left menu, and then select Lists.
2. Click Create list.
3. Enter a name and select which roles or users this list will be visible to. Click Continue and your list will be created.
4. Click Add item to create selectable list items. Enter a name and an optional description for each item. Click Confirm to save.

Once you have created your lists, these can be edited at any time. There are options to temporarily deactivate lists or disable individual list items according to your business needs throughout the year. 

 How to edit or delete lists:

1. Navigate to  Configure in the left menu, and then select Lists.
2. Select the list that you want to edit or click View list.
3. Use the toggle switch labelled Make this list active to activate or deactivate the list. If a list is deactivated, it will no longer be visible for users to select for transactions. Please note that all items already assigned to transactions will remain.
4. Use the toggle switch labelled Multiple items can be selected to allow multiple items to be selected from the list. 
5. To edit the name or which roles or users can view the list click Edit on the top-right.
6. Here you can also permanently Delete the list. All items already assigned to existing transactions will remain. 

 How to edit list items:

1. Navigate to  Configure in the left menu, and then select Lists.
2. Select the list that you want to edit or click View list.
3. Click Edit next to an item to change its name or description. 
4. Use the bin icon to permanently delete an item.
5. Use the toggle switch to enable or disable each list item. If you disable an item, it will no longer be viewable to users to select, but can easily be switched back on when needed.
6. To enable, disable, or delete multiple items, use select the boxes on the left side and select Enable all, Disable all or Delete all.