📊 Transactions & Table – FAQ | Roll Credits Help Center

📊 Transactions & Table – FAQ

🧾 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

1. Go to Transactions → Vendors & Contractors / P-Card / Other Expenses

2. In the table, locate the "Category" column

3. Click into the dropdown to select a code from your uploaded budget

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

1. Click the eye icon 👁️ on the transaction

2. Scroll to the Categories table

3. Click the dropdown in the Category column to assign your code

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:

1. Click the eye icon 👁️ on the transaction

2. Scroll to the Categories table

3. Click “+ Add Item” (bottom right) to add more rows

4. Enter different codes and amounts for each row
   💡 Perfect for invoices or receipts that span multiple departments or budget lines.

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 .jpeg format

• You can upload up to ~80 documents at once!

Go to the Transactions page → click “Upload & Scan”

Select Invoice or Estimate

Upload files in .pdf, .png, .jpg, or .jpeg format

You 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!

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?

1. Go to Company → Custom Fields

2. Choose from two tabs:

   • Transactions → adds fields to the main table

   • Transaction Accounts → adds fields inside the Review screen (Categories section)

3. Click “+ Create Custom Field” and choose the field type:

   • ✏️ Text

   • 🔢 Number

   • 💰 Money

   • 🔽 Dropdown

   • 📅 Date

   • 📉 Percentage

   • ☑️ Checkbox

   • 🧮 Formula

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?

1. Go to: https://app.rollcredits.io/custom-fields

2. Under Transaction Categories, create a checkbox (e.g., “Tax Credit Eligible”)

3. (Optional) Add a text field for coding types (e.g., “Qualified”, “Not Qualified”) and a rebate %

Go to: https://app.rollcredits.io/custom-fields

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:

1. Go to the Transactions tab

2. Click the eye icon 👁️ on the transaction

3. In the Categories table, click “+ Add Item” to create new lines

4. Enter the appropriate amount and code for each line

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

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!