We’re excited to roll out new features that not only enhance your transaction experience but also bring tangible benefits to your financial management. Here’s a guide on how to use these features along with the advantages they bring:
1. Adding Attachments to Transactions
- How to Add: Tap ‘Add Attachment’ in your transaction screen, and choose up to 5 attachments, including PDFs and images.
- Advantages:
- Document Safely: Attach warranty documents for easy retrieval when needed.
- Capture Moments: Attach personal photos of memorable places, creating a visual diary linked to your transactions.
2. Creating and Using Tags
- How to Add Tags: Simply include a hashtag (#) before your keyword in the transaction details.
- Advantages:
- Ease Tax Preparation: Tag tax-relevant transactions for hassle-free access during tax season.
- Personalize Tracking: Use tags to categorize transactions, making it easier to manage and review your spending.
3. Mentioning Contacts in Transactions
- How to Mention: Use the @ symbol followed by your contact’s name to mention them.
- Advantages:
- Enhance Collaboration: This is great for acknowledging shared transactions or splitting bills with ease.
4. Sharing Tags and Mentions in Business Accounts
- Collaborative Transparency: Tags and mentions in a transaction are shared with all users of a Business Account.
- Advantages:
- Streamlined Business Analytics: Implement a consistent tagging scheme for insightful analytics in CSV exports.
These new features aim to make your financial transactions more than just a record; they’re tools to organize, remember, and analyze your financial activities. Whether it’s keeping track of warranties, enjoying memories, simplifying tax filing, or enhancing business analytics, Yapeal is here to support your journey.
