Labels for Transactions

This new functionality will allow you to improve productivity and gain better control over managing and analyzing your company’s transactions. 

How does it work?

FAQ's

  • After creating a label, is it possible to edit or delete it?
    • Yes. Only Accountants or Administrators have the ability to do so.
  • Can only Accountants and Administrators add labels to transactions?
    • All users can add labels, but only Accountants or Administrators can create labels. 
  • What happens if an account with an integrated ERP creates labels that do not exist in the ERP?
    • Currently, there is no connection between Clara and the ERP integrations. Data needs to be exported from Clara and manually imported into the ERP.
  • Can labels contain special characters?
    • Yes, except for “;”.
  • Is there a limit to the number of labels that can be created?
    • No, there is no restriction on the number of labels that can be created.
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