Financial Analysis
- Reviewing Summary & Lender Analytics
- Exporting Transaction Data
- Printing Transaction Data
- Identifying and Linking Recurring Transactions
- Finding "Probable" Transfer Matches
- Identifying and Linking Transfer Matches
- Transaction Tags: Transfer, Match, Transfer & Match, Recurring Transactions
- Adding Comments & Explanations for Transactions
- Highlight Transactions in Source Documents with Snapshot
- Identifying and Filtering Noteworthy Transactions
- Searching For & Filtering Transactions
- Navigating Transactions & Summary Tabs