Cross-border shoppers

listtocanada
2. Assign categories to all purchases

info

Read before diving in.

This view lets you see all your purchases on an item-by-item basis. (It’s nearly identical to .) If you have access to the CodaAI beta, you just need to click “Refresh” on the Category column to have all your purchases categorized automagically by the robot overlords! If you don’t have AI access, you’ll have to manually categorize your purchases like some kind of animal.
Note that CBSA category is picked automatically based on how you , so if there’s a purchase that’s landed in the wrong CBSA category, you should change the Category and let the CBSA category update automatically, or else, change the way categories are mapped to CBSA categories.
Show uncategorized only
Show transactions for these sites and sources:
All
Show only transactions for
July 7 - August 6, 2024
Review categorizations with CBSA view
14
Purchased item
Order No.
Cost
Category
CBSA category
No results from filter

Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.