Open transactions for edits

In order to open a transaction and make changes, click into the account and double click on the desired transaction row. 

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• Export Transactions to Excel

  Exporting transactions to a CSV to import into Excel is very easy on our software. Below is a quick video tutorial and steps on how to do it. Click the “Manage Cases” Tab Click “Manage Case” For Your Desired Case Click the “Accounts” Tab Click “View ...

• Reconciling Transactions

  Reconciling transactions is an important part of ensuring each transaction in the period you’re reviewing has been added to FraudFindr and that the transaction data is accurate. In short, it’s a way to guarantee that the starting and ending balance ...

• Adding Individual Transactions

  If you would like to add more transactions to the dataset, you may do so individually. Under the Transactions tab, you can click the ellipsis seen below and select "Add Transaction".

• Finding & Editing Transactions

  After you’ve added transactions to a bank account, you can begin to normalize them. This is the process of ensuring each transaction has a complete set of accurate data. Make sure you’re viewing the “Transactions” tab within an account, then: You can ...

• Adding Bank Accounts & Transactions

  To add bank accounts and transactions to a case, click “Manage Cases” and select the case you’d like to manage by clicking “Manage Case”. From there, click the “Accounts” tab. Here, you’ll find all the bank accounts that have been added to the case. ...