Get Quick, Free Clarification on Bank & Credit Card Transactions

• While reviewing transactions, select the ones you need clarification on by checking the box in the transactions tab.
• Click the "What is this txs" button.
• A text message and/or email is automatically sent to the client (using the contact details stored in the Client Management Section).

This is what your client will see when they click on the link  (in gray is your email and phone so the customer knows it is legit  text/email)

• The client receives a link via email and phone, allowing them to review and update the transaction details from their device.
• Once updated, the transaction details appear on the Transactions page.
• Updated transactions will be highlighted in black, and you can easily filter them using the filter button on the right side.