For the complete documentation index, see llms.txt. This page is also available as Markdown.

Definitions When Creating a Transaction

From: The starting place of the funds.

To: Destination to receive funds.

Amount: $ value in Canadian dollars (CAD).

Memo: Memo that appears on the bank statement. (If Transaction Description is set as ""Per transaction"" in your settings. If the Transaction Description is ""Fixed"", this will not display on the bank statement.)

Comment: An internal comment for EFT, Visa Direct, and Credit Cards. For Interac, whatever is entered as a comment will be displayed in the Interac email.

Last updated

Was this helpful?