Fri Jan 29, 2021 8:28 am
At the beginning I was using the search and process feature to apply categories to imported operations, but it was cumbersome to update the rules.
Then I found out that I can put categories on beneficiaries, which makes more sense to me as all rules in search and process I did were based on beneficiaries.
But it seems that operations are not inheriting categories from beneficiaries, is there something I can do to apply the category from beneficiaries to operations? (ideally only to operations which have no category yet).
Also, what does it do when I drag a beneficiary on another one to merge them, is that only for past operations or will it apply to future operations?