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Transactions

Learn how to efficiently manage transactions by copying and creating new ones, and explore tips for using KleerCard Visa® to streamline expense tracking.

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Copy and Create New Transactions

Need to make a one-time recurring transaction? Copy and create a new transaction from one you've already posted.

26 sec

General Ledger Import

Learn how to import transactions from a spreadsheet file.

1 min 05 sec

Kleercard Visa®

In this recorded webinar, discover insider tips to streamline your expense tracking with custom physical and virtual cards, and import your charges into Accounting.

55 min 57 sec