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BusinessAccountATMCardApplication052610Intranet DOC  Form

BusinessAccountATMCardApplication052610Intranet DOC Form

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hi in this video I am going to show you and how Dr Clipper transaction categorization works so this feature allows you to Define categories and automatically categorize transaction based on keywords this can help you organize and analyze your transaction data so to start we are going to navigate to this feature as you can see there is an analyze SL categor on the left top corner of the summary table beside reconcile now if you're unable to see this tab this is because this feature is only available for professional business and Enterprise plans so of after uploading your bank statement you can just go ahead and navigate to this tab click on it and it should show you a summary table of all the transactions found on your statement and a table here which will show you the category and the total amount of that category group so Dr Clipper already has a default category which you can use um if you want to check this um default categories click on configure and you can see here savin

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