thread Re: Can I categorize bank transfers? in Archived Discussions (Read Only)

Can I categorize bank transfers?

Totc_loganville — Sun, 29 Jan 2023 16:06:03 GMT

Is there a way to categorize transfers? I want to put "tags" or notes on each transfer to my bank account. For example, I write a check to a vendor for $695, then I transfer the funds from ne Square debit account to my bank. I make another transfer of a similar amount, and want to be able to identify which transfer was for whom.

Re: Can I categorize bank transfers?

Kassi_ — Mon, 30 Jan 2023 12:57:05 GMT

Hey there, @Totc_loganville -

Welcome to the Community!

As of now, you cannot add any tags or notes on your transfers through your Dashboard. This would be a feature request.

I would recommend post this request on our Ideate Board. This will allow other sellers to add their voice to the request and our Product Team can take the time to review it too.

Thank you!