When categorizing your expenses from the "Data - Financial Overview", the following transactions are to be categorized as “Without impact”:
Losses;
Wages (filtered during the upload, but they sometimes show up on the platform for specific statuses like that of lawyers, or for exceptional bank transfers, such as bonuses.);
Inter-entity bank transfers inside the same group;
Stock differences.
To apply this category, you will need to select said expenses on your left:
🚨 In the situation where your account is associated with a "multi-entity" organization (a group of subsidiaries or companies for example), and/or you have imported several accounting files, it is to be expected that there are transactions among the platform data that are counted several times (for example, the same transaction can be outgoing in a 1st file, and incoming in a 2nd file). This leads to a risk of double-counting of emissions that must be avoided!
To solve this problem, we kindly ask you to detect duplicate transactions and to flag the duplicates as "Cross Entity Expenses" so that only one transaction remains in the end.
To do so, select the expenses and click on "Cross Entity Expenses Handler" under the Additional Actions section and flag the expenses :
To learn how to use this page, check the article for Transaction Review Task (Categorization).