Access note
Only organizations with the current anonymization feature enabled will see this settings area in Organization Settings.
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Bookkeeping / Bank Transactions
Anonymize Transaction Fields
Configure anonymization settings and verify the Bank Transactions workflow reflects the redacted data you expect.
Workflow
Setup workflow
Step 1
Open Organization Settings and choose Anonymization
Go to Organization Settings and open the Anonymization and Redaction section if it is enabled for your organization.
Step 2
Update the anonymization configuration
Add or review the anonymization keywords or related settings your team wants applied to supported transaction workflows.
Step 3
Save the anonymization changes
Confirm the setting update so the new anonymization configuration is active for the organization.
Step 4
Return to Bank Transactions and verify the result
Open the relevant transaction workflow and confirm the fields you expected to be anonymized now appear redacted.
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