Value Transactions are either created manually or automatically added to Neos when an invoice is shared and paid through LawPay. Transactions can be categorized either in the Add/Edit Transaction window (within the Value Tab) or in the Accounting > Funds tab. When a transaction is categorized, that change is also made to the Funds field of a Value Transaction and in the Funds view on the Accounting tab. Users can also see this change in the Activity Feed for a Case.
NOTE: You must have at least Enabled permissions to the Accounting Tab, Funds Tab, and Modify permissions to the Value Tab to categorize transactions.
To categorize a transaction into a fund:
Navigate to the Accounting Tab > Funds view.
Select the Uncategorized toggle to show all transactions that can be moved into a fund. You may choose to search for transactions by a Case.
Click the arrow button to the left of each transaction that you wish to categorize.
On the Move Transaction window, choose the Fund where you would like to categorize/move this transaction. Click the Save button when complete.
A Saved banner will display and the None grid will refresh, removing that transaction from the "None" fund.
Click the Categorized toggle to see that moved transaction in the selected fund.
