When you edit files in different formats day-to-day, the universality of the document solution matters a lot. If your tools work with only some of the popular formats, you may find yourself switching between software windows to change payee in QUOX and handle other file formats. If you wish to get rid of the hassle of document editing, get a solution that can effortlessly handle any extension.
With DocHub, you do not need to focus on anything short of the actual document editing. You won’t have to juggle applications to work with various formats. It will help you revise your QUOX as effortlessly as any other extension. Create QUOX documents, edit, and share them in a single online editing solution that saves you time and improves your productivity. All you need to do is sign up a free account at DocHub, which takes just a few minutes.
You won’t need to become an editing multitasker with DocHub. Its functionality is sufficient for speedy document editing, regardless of the format you need to revise. Begin with creating a free account to see how straightforward document management can be with a tool designed specifically for your needs.
[Music] hey everybody welcome in this video well discuss using transaction rules and simplify transaction rules allow you to assign a certain category to a payee or you can also assign specific keywords for a payee to be renamed by which just ensures that your transactions are downloading and to simplify the way that you want them to to access transaction rules youll select settings from the left-hand bar and then select rules as you can see i have numerous rules created here i can see the payee name these are all listed in alphabetical order by payee name i can also see how many renaming rules i have created for a certain payee as well as the category rule that i have created for that payee first well walk through creating a new payee rule which you can do by selecting this add rule button in the upper right and then select new payee name rule here ill enter the keywords that i want simplify to watch out for [Music] and here ill enter the payee name that id like simplify to ren