Case study:
Company A needs accessible and organized information on its bank transactions in order to facilitate bank and accounting reconciliation. With this feature, it can categorize all its transactions to make it easier to reconcile them and search for them using the filters provided.
nBanks' intelligent system recognizes future transactions similar to those previously categorized and automatically assigns the categorization previously made.
Step 1:
Access the Financial Management feature;
Step 2:
Select a Financial Institution;
Step 3:
Choose one of your aggregated bank accounts;
Step 4:
Select one or more bank movements to which you want to apply the same category;
Step 5:
Assign the appropriate category by choosing an option in the Category area;
Step 6:
Click on Save.
