Categorise transactions in accounting software as described below
Payment is 5c per transaction categorized.
1. Login to the accounting softtware
Log on to [url removed, login to view] - the accounting software at [url removed, login to view]
user = To be provided
password = to be provided
1a. Go to transactions
Then go to the bank account [url removed, login to view]
You should see a list of transactions. On the right is a panel showing the months and the number of transactions uncategorised.
Your job is to categorise transactions in red for each month.
2. Categorise transactions for each month.
On the right side of the screen you will see a list of each month with uncategorised transactions.
2a. CLICK on each month.
2b. Go through each month and look at each page of transactions.
2c. Identify transactions to categorise
For each transaction across each page, begin categorising transactions in red.
If you see any of the following words, then click on the transaction to open a new window (see the image below) and then select the category dropdown for that transaction, then save.
Start with transactions with the following words in the transaction
e.g. Where the word ‘Zipcar’ is in the description, categorise to motor expenses.
See the example below
Words in transaction Categorize to
02 or Three or 3 Mobile phone
Amazon Computer hardware
Asda Money paid to user
Budgens Money paid to user
Carphone Mobile phone
Costa Money paid to user
Ebay Computer hardware
Envato Computer software
Fiverr Subcontractor consts
Food lab Money paid to user
Freelancer Subcontractor costs
Google Computer software
Lookout Computer software
Maplin Computer hardware
Marks & Spencer Money paid to user
Nero Money paid to user
Paypal Computer hardware
Post or post office Postage
Pret a manger Money paid to user
South Coast Money paid to user
Starbucks Money paid to user
Tablepouncer Money paid to user
Tesco Money paid to user
Tesco Broadband Web hosting
The Gym Money paid to user
United hosting Web hosting
Volusion Web hosting
WH Smith Books & Journals
Wix Web hosing
zipcar Motor Expenses
2d. Categorise the transaction
1. Open up the transaction
2. Select Category drop down
3. Select the right category
4. Save and return to the next screen
Make sure you look at transactions for each month (they are cross several [url removed, login to view] 1, page 2 etc
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