You will notice many icons on the Transaction page. Here's a key to help explain each of the icons you may see. To learn more about transaction statuses, view this article.

Note: If no icon displays in the Receipt column, a receipt is required for the transaction but has not been attached.

Icon

Location

Description

Budget column

Custom fields have been locked by an admin and cannot be edited.

Merchant column

Transaction has been split. Click the transaction to view details of the split.

Receipt column

A receipt is attached to the transaction. To view the attachment, click the icon.

If this icon displays as faded, custom fields are locked for the transaction.

Receipt column

The receipt for this transaction has been marked as lost/missing or unavailable. Click the transaction to view or edit missing receipt details.

If this icon displays as faded, custom fields are locked for the transaction.

Receipt column

A receipt is not required for this transaction and has not been attached.

If this icon displays as faded, custom fields are locked for the transaction.

Sync column

An unexpected error occurred when attempting to sync the transaction. To reattempt the sync, open the transaction and click the Options icon.

Sync column

This transaction has been successfully synced to your accounting integration.

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