Transactions
Learn how to manage transaction settings as an admin or categorize your own transactions.
30 articles
- Filter and export transaction data
- Approve or deny transactions
- Require receipts on transactions in J.P. Morgan Next
- Create custom fields for transactions
- How do I edit or delete custom fields for transactions in J.P. Morgan Next?
- Manage transaction defaults for an account
- Send a reminder message to users with incomplete transactions
- Create automated budget rules for transactions
- Clone merchant rule
- Manage transaction review settings
- Create automated merchant rules for transactions
- Create or delete custom field options
- Categorize and complete transactions
- Bulk edit transactions
- Split transactions
- Manage individual transaction defaults in J.P. Morgan Next
- Designate a receipt as missing or unavailable for a transaction
- Upload and delete receipts
- Lock or unlock custom fields for a transaction
- Enable weekly reminder emails in J.P. Morgan Next
- Update denied transactions