Transaction Overview for Collective Members

This guide will walk you through how to manage your transactions in Collective Accounting.

If you're looking for a broader overview of how this feature works and what to keep in mind before making changes, check out our Transaction Recategorization Overview article in our Help Center.

How to add a memo

1. Go to your Transactions page in your Collective dashboard
2. Under All Transactions, locate the transaction you wish to add a memo for and click the pencil icon under Memo
3. A pop-up window will appear where you can add memo details about the transaction and click Save

How to add attachments

1. Go to your Transactions page in your Collective dashboard
2. Under All Transactions, locate the transaction you wish to add a receipt or invoice for and click the up arrow under Attachments
3. A pop-up window will appear where you can add upload a receipt or invoice then click Save

How to link an invoice

1. Go to the Invoicing page in your Collective dashboard
2. Select the appropriate invoice
3. Click Add Bank Transaction

4. Select the correct transaction in the search menu

5. Save the selected transactions
6. Click Next to complete the link

Noticed an issue with your transaction?

1. Go to your Transactions page in your Collective dashboard
2. Select the ✨option at the right end of the transaction to ask question about the specific transaction. 

3. The AI agent will automatically pull information on the transaction and you can ask further questions. 

4. If the agent is not able to help, it will send the message to our team for further assistance.

We’re here to help

If anything is unclear or you’re unsure how to categorize a transaction, reach out through the Message Center in your dashboard. Our team is happy to assist.