Custom Formatting Help for Transaction Names

SUMMARY
Use this feature to promote standard transaction naming conventions by displaying customized instructions below the transaction name field.

Short version: 1) Click your name in the upper right corner then "Admin / Settings." 2) Fill the transaction name instructions field with your own custom help text. 3) Click [Save] to finish.

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Edit the Help Message

The master admin on an account can edit the help message. Here's how:

  1. Click your name in the upper right corner then "Admin / Settings".
  2. Fill or edit the transaction name instructions field with your own custom help text.
  3. Click [Save].


The custom message will be shown in red under the transaction name field when creating or editing transactions.