5. Label accounts to transactions and sync journal entries

Add accounts to your transactions

1. Click on wallet you want to label on the left hand panel or click on Dashboard to see all your transactions.

2. You can label the transaction directly in the transaction table by clicking the drop down under the account column and typing the account name to find select it.

3. You can also click Transaction which will open up a panel on the right for more details on the transaction. There you can click the field Transaction Account to label this transaction. Type the account you want and click Save

4. You can label transactions in bulk by selecting them in the transaction table and clicking Manage and then Edit. Select the account for this group of transactions.

Cross Check Internal Transactions & Spam

1. To check internal transactions, there is a column in the transaction table called Internal.

2. You can verify the transaction by clicking into it. If the transaction is meant to be internal, simply toggle Internal Transactions on or if it’s not meant to be internal simply toggle it off.

1. To check spam transactions, there is a column in the transaction table called Spam.

2. You can verify the transaction by clicking into it. If the transaction is meant to be spam, simply toggle Mark as Spam on or if it’s not meant to be spam simply toggle it off.

Calculate Net Gain Loss

1. Click on Dashboard

2. Click Calculate Net Gain Loss to open a right hand panel.

3. Select the Tokens you want to calculate net gain loss for or click Select All.

4. Click Calculate

Sync Transactions to Xero

1. click the transaction you want to sync to open the left hand panel and click the Sync Now.

2. You can view your transactions in Xero by clicking on Accounting and then Manual Journals

1. You need to click on Drafts as that is where we send the journal entries. If you want them posted, just click Post.

1. You can also bulk sync by selecting all transactions and clicking Manage and then Edit. Click Sync to Xero.

Product Journal Entries via CSV

1. Select the transactions for which you want to produce a journal entry, click on Manage select Download Journal and select Individual to produce each journal entry individually for each transaction.

2. You can also product a consolidated journal entry which will summarise all transactions selected into just the necessary accounts broken down month. Select Grouped (Month, Account, Tax)

3. If you do not want the journal separated by month, you can create one big consolidated journal by click Grouped ( Account, Tax)