Itemizing transactions

This guide is here to help you itemize transactions in Zoho Expense the right way, keeping things accurate and running smoothly for both you and the church. By following these steps, you’ll avoid common mistakes—like splitting transactions—which can create unnecessary headaches and extra work. Proper itemization ensures your records stay clean and clear, making financial management easier for everyone. Stick to this process, and expense tracking will be a breeze!

Important: Never use the option to split a transaction for any reason. Doing so will alter the transaction data, making reconciliation more difficult and creating additional work for both the church and myXP. Always follow the itemization process instead.