While Ocrolus’ proprietary transaction tagging algorithm has been built specifically for lenders and based on 100s of millions of lender data points we receive daily, there are instances where you may like to change the way a transaction is tagged. If this is the case, you may do so by:
- Using the Tags column and selecting or deselecting the desired tags
- On the Capture Details panel described in the previous section
- Using the bulk action feature to update multiple tags at once
Bulk updates for transactions
To update multiple transactions at once, select the transactions by clicking the box on the left side of the Transactions screen. Once selected, four actions will appear at the top of the page:
- Add tag - will add tags to all selected transactions
- Remove tag - will remove tags to all selected transactions
- Include in revenue - will include the selected transactions in the income/revenue calculations
- Note: Any updates made here will be reflected in the Accounts page in addition to any data that is exported
- Exclude in revenue - will exclude the selected transaction from income/revenue calculations
- Note: Any updates made here will be reflected in the Accounts page in addition to any data that is exported
Bulk action feature on the Transactions page
How to Include/Exclude Individual Transactions from Revenue
Step 1: Go to the transactions view on the book overview page.
Step 2: Select the transactions you want to Include/Exclude in revenue and toggle the switch given in the 'Revenue' column. Grey means the transaction is Excluded from revenue and Blue means that it is included in revenue.
Step 3: Export the Lender Analytics/ Bank statement Income file to view the updates.
Explore More about the actions that could be used to configure the Transaction Data:-
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