How Do I...
Rebalance the Reconciliation after Merging Accounts
If you merge bank accounts in FraudFindr, you will have to edit the "Statement Details" to account for the newly merged datasets, as the scope of the account has broadened. Therefore, you will manually have to add the beginning and ending statement ...
2FA Guide: Signing Up & Logging In
If you are having trouble with signing into the application, look no further! Below is a guide for how to sign up with two-factor and a guide for how to log in with two-factor. You may have to download the Google Authenticator or Microsoft ...
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 ...
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.
Delete an account
Under the "Accounts" tab in the white ribbon, click the ellipse button on the right and then click the last option in red "Delete Account".