Feature of the Week: Transaction Center

Scalefactor transaction center

Ever played phone tag with your accountant? It can be frustrating when you can’t talk to a professional right away. Luckily, ScaleFactor’s Transaction Center allows you to see all your transactions in one convenient place, without the hassle of calling your accountant.

Transactions Made Actionable

ScaleFactor turns your transactions into fast, actionable steps.

We’ll let you know how many transactions require an action and how long it will take you to complete each step.

Transaction cards

Transaction Cards

Plugging in the details has never been easier. Drop-down menus on each transaction card allow you to categorize and describe new information in just a few minutes.

Our software identifies patterns in your transactions and will only ask you to identify the ones that are newer and unclear.

Transaction cards include:

  • Amount
  • Date
  • Vendor details
  • Description of the transaction
  • Account categorization
Transaction center screen

Transaction Dashboard

Our Transaction dashboard makes it easy for you to see all your transactions and make edits where necessary.

Organize your transaction items by creating rules or setting dates to focus in on specific accounts or time periods. Look at your transaction graphs to see what categories or contacts you spend the most money on.

Transaction dashboard screen

Use The Transaction Center Today

If you have a ScaleFactor account, simply log in and go to the “Transactions” tab on the left side of the screen.

Don’t have a ScaleFactor account? Request a demo today!

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Scalefactor dashboard desktop graphic