How can I filter out the transactions that I don’t want to see?
You can filter transactions out by clicking on the “All” buttons under the column headers or the quick filters (date and tags) next to the search bar.
What does Revenue mean?
Ocrolus’ proprietary AI and tagging algorithm automatically tags when documents or data are submitted for processing, certain tags are combined to come up with a revenue figure or calculation. The revenue/income column on the Transaction page indicates whether a transaction has been included in our revenue calculation. The way Ocrolus calculates revenue is:
| All credits |
|---|
| - fintech loan - bank loan - other loan |
| - fintech_mca - bank_cash_advance |
| - investment - gambling - card_rewards |
| - reversed - sba - nsf |
| - federal_tax - state_tax |
| - payroll_tax - payroll - insurance - benefits |
| - crypto - internal_transfer - other_transfer |
| - revenue_deduction_other |
For more details on these transaction tags, please view the Ocrolus analytics data dictionary.
You can also view the Revenue vs. Expense visualization on the Account page which utilizes this data.
How can I change if a transaction is considered revenue if Ocrolus’ logic does not match our definition?
Yes, there are a few ways to update a transaction’s revenue status on the Transactions page:
- Using the Revenue column and selecting or deselecting the revenue toggle for the desired transactions
- On the Transaction Detail panel
- Using the bulk action feature to update multiple transactions to be included or excluded from revenue.
Can I download the graph and the data on the account summary page?
Yes, the visualizations can be downloaded as well as the underlying data by clicking on the export option next to each graph.
Where can I export the lender analytics report?
You can export all account and transaction information on the Accounts or Transactions page by clicking on the Upload button at the top right corner. The reports that currently utilize Ocrolus cash flow analytics are Lenders Analytics and the Bank Statement Income Calculator.
How can I add comments and review comments for each transaction?
You can view the comment by clicking on each transaction. If you want to leave a comment/update a comment, you can click on the comment section to edit the comment.
How can I highlight or flag transactions?
You can click on the “star” icon to highlight or flag transactions.
Can I export CSV or JSON files that contain cash flow analytics information?
Not at this time, the functionality is currently being built out.
What are the differences between the previous Lender Analytics file and the new Lender Analytics file?
The prior Lender Analytics file uses Ocrolus Legacy Analytics data. The new Lender Analytics file uses our improved cash flow analytics data. The main differences are:
- Individual account tabs do not contain transaction information, this can now be found on the Enriched Transactions tab
- There is a dedicated revenue column for each transaction now available on the Enriched Transactions tab
- Details about how each transaction has been tagged or categorized are now available on the Enriched Transaction tab
- The first tab (Summary tab) contains more cash flow metrics than the original lender analytics summary tab did.
If you have any additional questions, reach out to support@ocrolus.com.
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