Good follow-up check
After changing these settings, review one real transaction so you can confirm the fields and tagging behavior match your intended workflow.
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Settings / Organization Settings
Manage Classes and Departments in Truewind
Update current Organization Settings so class and department tagging works the way your team expects in transaction workflows.
Workflow
Setup workflow
Step 1
Open Organization Settings and choose Bank Transactions
Go to Organization Settings and open the Bank Transactions tab from the current sidebar.
Step 2
Review the Class and Department controls
In Categorization Dimensions, confirm whether Class and Department should be available in the transaction workflows for your organization.
Step 3
Review department auto-tagging by bank account
In the same Bank Transactions settings area, review the department auto-tagging account selection if your team uses it.
Step 4
Save and verify the outcome
Let the settings save, then confirm the transaction workflow shows the expected class or department behavior.
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