Just found you.> Great videos I love how you get right to the point and don't go into too much depth like saying your touch on rules in a future video. Subscribed and Looking forward to more videos!
Yes. When you are manually categorizing the transaction, you have to pick a customer first using the drop-down below the Description field. Once you do that, a new drop-down box will appear for you to pick a project.
Just found you.> Great videos I love how you get right to the point and don't go into too much depth like saying your touch on rules in a future video. Subscribed and Looking forward to more videos!
Awesome, thank you so much! I've got some more videos planned so stay tuned!
Hi quick question , is it possible to assign the banking transactions (expenses) to a specific zoho project ?
Yes. When you are manually categorizing the transaction, you have to pick a customer first using the drop-down below the Description field. Once you do that, a new drop-down box will appear for you to pick a project.