Redesigned Transaction Editing Modal

The transaction editing modal has received a complete visual and functional overhaul, bringing it in line with a more modern design language while making everyday transaction management simpler and more intuitive.

The new layout organizes transaction information more clearly, making it easier to review and update details such as notes, categories, tags, and counterparties at a glance. Fields are better structured and visually distinct, reducing friction when editing and helping users find exactly what they need without unnecessary clicks or scrolling.

Beyond the visual redesign, one of the key additions is native attachment management. Users can now attach, view, and delete files directly within the modal, without ever needing to leave it. This means receipts, invoices, or supporting documents can be added and reviewed in the same place where the rest of the transaction is edited, keeping all relevant information centralized in a single, consistent workflow.

Together, these improvements make transaction editing feel less like a technical task and more like a streamlined part of daily financial management, reducing the number of steps and windows needed to keep records accurate and complete.

Benefits:

- Modern, cleaner modal design for a more intuitive experience;

- Clearer organization of transaction fields for faster edits;

- Attach, view, and delete files directly within the modal;

- No need to leave the modal to manage supporting documents;

- All transaction-related information centralized in one place;

- Faster, more efficient transaction management overall.

Available in all geographies.

You can try this feature here.