Categorising your transactions

Stay on top of your company finances by categorising and noting on your transactions!

Why do I have to categorise my account transfers? 

Categorising transfers made from your company account makes submitting the data for your annual company accounts even quicker and easier. 

How do I categorise my transactions?

Great news, you can easily categorise all transactions from all companies in one go.

1. Head over to the ‘Portfolio’ page
2. Select a transaction you would like to categorise
3. A pop-up will appear and allow you to select a category
4. Once you have added the category, you can choose the next transaction

Adding additional information to transactions

If you would like to provide more context or information on a particular transaction, you can add notes. 

1. Head over to the ‘Portfolio’ page
2. Select a transaction you would like to add notes to
3. Add your notes and press ‘Save’

Doing this helps our accountants when preparing your annual account submission.

Adding documents to your transactions

You can add documents to individual transactions in order to offer more documentation on transactions which may be required during the accounting process.

For example, if you made a payment to a merchant for building work. You could attach the invoice/receipt to the transaction. 

1. Head over to the ‘Portfolio’ page
2. Select a transaction you would like to add a document to
3. You can click or drag to upload your document

Documents you upload will not appear in the ‘Documents’ section. You will need to access these by locating the transaction and selecting it.

If you have any questions, please do not hesitate to reach out to our friendly customer support them at Gethelp@getground.co.uk