🧾 How do I code a transaction?
You can code transactions in two ways, but make sure your budget is uploaded first!
📌 Without a budget, you won’t be able to code your transactions. Even a simple expense budget will do!
✍️ Option 1: Code directly in the table
Go to Transactions → Vendors & Contractors / P-Card / Other Expenses
In the table, locate the "Category" column
Click into the dropdown to select a code from your uploaded budget
🔍 Option 2: Code from the Review screen
Click the eye icon 👁️ on the transaction
Scroll to the Categories table
Click the dropdown in the Category column to assign your code
➗ Can I split the code for a transaction (multi-category coding)?
Yes! You can split one transaction into multiple account lines 🎯
Steps:
Click the eye icon 👁️ on the transaction
Scroll to the Categories table
Click “+ Add Item” (bottom right) to add more rows
Enter different codes and amounts for each row
💡 Perfect for invoices or receipts that span multiple departments or budget lines.
📤 How do I upload invoices and estimates?
📂 Option 1: Upload via Transactions tab
Go to the Transactions page → click “Upload & Scan”
Select Invoice or Estimate
Upload files in
.pdf,.png,.jpg, or.jpegformatYou can upload up to ~80 documents at once!
📧 Option 2: Email your docs
Email files to your custom production email address
Find it in Transactions → Vendors & Contractors
RollCredits will auto-scan and create a transaction with all info attached!
🛠️ How do I create a custom field?
Go to Company → Custom Fields
Choose from two tabs:
Transactions → adds fields to the main table
Transaction Accounts → adds fields inside the Review screen (Categories section)
Click “+ Create Custom Field” and choose the field type:
✏️ Text
🔢 Number
💰 Money
🔽 Dropdown
📅 Date
📉 Percentage
☑️ Checkbox
🧮 Formula
Customize your table like a pro!
🧮 How do I code tax credits?
Under Transaction Categories, create a checkbox (e.g., “Tax Credit Eligible”)
(Optional) Add a text field for coding types (e.g., “Qualified”, “Not Qualified”) and a rebate %
💡 Be consistent with where you mark tax credit eligibility—either at the subcategory or transaction level for clean reporting!
🧠 Does the table work like Excel?
Yes it does! 🧾
Click the “Need Help?” button on the far right of the table to launch a tutorial demo.
📁 How do I see previous transactions & wrapped projects?
Your wrapped projects stay archived but accessible!
🔍 Just go to your Company Profile — they’ll be marked with "(Wrapped)" next to the title.
➕ How do I do multi-category coding for one transaction?
This is the same as splitting a transaction! Here's the quick recap:
Go to the Transactions tab
Click the eye icon 👁️ on the transaction
In the Categories table, click “+ Add Item” to create new lines
Enter the appropriate amount and code for each line
Useful for receipts or invoices covering multiple budget categories ✅
⚠️ What does “Line Item Mismatch” mean?
This warning means the sum of your category lines doesn’t match the transaction total.
🛠 To fix:
Open the transaction (click the eye icon)
Adjust the amounts in the Categories table so they match the full transaction total
Need help? Email help@rollcredits.io and we’ll guide you through it!