To learn what transfer transactions are, read the guide at this link
To enable the software to identify and link the two transactions (withdrawal/deposit) that meet the requirements (same currency, same amount, same date, and close timestamp) to be considered a transfer, it is necessary to initiate the verification in the account as per the following instructions:
Go to Transactions page
Press on the Other Actions button at the top right
Click on Check transfer
In case the software has detected and matched pairs of transactions, the following notification will be displayed.
By clicking on Go to the list to check, you can view the pairs of identified transactions and choose whether to confirm the suggestion or not.
By pressing Mark all as checked you will confirm all the pairs linked as a transfer, while pressing Disconnect you will unpair the two transactions.
The quickest and most intuitive way to link two transactions as a Transfer manually is to select both by checking the boxes for each on the Transactions page and then pressing the Transfer button.
To discover other possible quick actions from the Transactions page, visit this link:
Another, less quick but possible method is to enter the details of a transaction and change its category to Transfer, then repeat the same operation for both transactions to be paired.
If CryptoBooks detects transactions marked with the Transfer category but cannot find the matching transaction, it will prompt the user to correct the error.
The banner that will be displayed is shown in the image below.
By pressing the Go to Transfers button, a screen like the one in the image below will be displayed.
By pressing the Correct button, a modal will open that allows the user to proceed in various ways.
The user can change the transaction category by selecting it from the dropdown menu.
By pressing the Choose button, the software will suggest possible transactions to pair.
If the transaction to be paired is not present in the list, the user can search for it by entering the transaction ID in the designated search box or press the Pair Transactions button to connect one of the suggested transactions.
By pressing the Add New button, the user can manually enter a transaction if it is not present in the account.