Allocate transaction alerts
Allocate untagged transactions
At the top of the page, Slide alerts you to unexpected or untagged money that has come in or been paid out of your bank without being linked to a customer or supplier.
You can link these ‘cards’ to instantly to an income or expenditure row on Slide.
The IN alerts
The IN alerts shows the number of today’s transactions (circled in red) and the total amount that has been credited to your account. Where the transaction is not linked to a customer, you can slide the receipt yourself on to the correct line.
The OUT alerts
The OUT alerts show payments made from your bank account outside of Slide, for example your banking app, ATM or cheque.
Slide displays your outgoing debit transactions for that day and how many transactions are not yet linked to a supplier. You can link these instantly to an expenditure row on Slide.
What can Slide do for you?
Combine all your financial info
Slide brings your banking, accounting and other financial information together, showing your complete cash position.
Tap to pay or slide to delay
Use Slide to make, delay or bring forward payments (or even part-payments) without opening your banking app.
See & control your future cash
Slide right for a cash flow forecast, based on your current cash in the bank and anticipated receipts and payments.
Show balance & payment history
Slide left for each day’s transaction and balance history, all sorted by your customised income and expenditure sources.