Coding transactions is not something most teams do daily, so it's easy to forget last month's process. We pulled together five best practices we use to code our own expenses, so your monthly close feels less like a fire drill.
Here's what we cover:
- Set the table: book recurring coding time and gather every document in one place before you start.
- Search and filter: use transaction search, the needs-attention filter, and ledger-account search to find things fast.
- Lean on automations: the Coding Assistant flags balance, budget, and account issues before you save.
- Use splits: divide payroll or shared expenses across funding sources and ledger accounts in one transaction.
- Clear your tasks: work the list until everything is caught up, from receipts to grant requirements.
-Amrit
