Platform / Transactions
The ledger, one list.
Every transaction in the workspace, filterable by business, account, category, type, review status and more, so finding one transaction never means scrolling through all of them.
What it does
Built around how the work actually happens
Filter on what matters
Search by business, account, contact, category (including everything under a parent category), type, date range, year or PO number.
Duplicates flagged
A transaction that looks like one already in the ledger is marked, not silently kept twice.
Bulk edit
Recategorize, reassign or split a whole batch at once instead of one row at a time.
Receipts shown inline
Whether a transaction has a matched receipt shows in the list itself, no extra click to check.
Where everything else reads from
Classification, rules, receipts, projects and reports all work against this same list. Nothing here is a separate copy of the ledger.
See it next to the rest of the platform.
Every capability here reads from the same ledger, so nothing needs a second export to line up.