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Articles on:Automations
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Categories

  • Insights
  • Reports
  • Onboarding & Setup
  • Automations
  • Reconcilliation
  • Practice Manager
  • Accounting
  • Payment & Billing
  • Category A
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  • AI & MCP
  • Setting Automation Workflows
    Automation workflows in COUNT can save you valuable time by auto-categorizing similar transactions. With automation rules, you can ensure that COUNT handles transactions consistently based on patterns you define. There are two main ways to create these automation rules: Method 1: Create Rules on the Fly Every time you categorize or update a transaction, COUNT pops up a message offering the option to create an automation rule based on the transaction description. Here’s how: ****CategoriFew readers

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