Welcome to the community

IMPORTANT: Tide Community is closing - we’re building something better!

Thank you for sharing your feedback, questions and ideas. We very much appreciate your contributions - and now it’s time for something new. To better support you, and to showcase your businesses, we’re developing a member directory.

5th February 2021: This forum is now ‘static’ so it's not possible to add a new topic or comment.
Summer 2021: The forum will close. Read more

In the last stage of creating a new invoice 6, you will arrive at the Preview and send screen.

Click on the category box next to Category: to reveal a list of saved categories 12.

Simply select the desired category to change the transaction categorisation. Alternatively, tap Add to define a new category.

If a rule to automatically categorise 12 the recipient has been set up, the category box will already be populated, but you can change this category if needed.


Back to Categorisation 23

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