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Using Events/Branches to Track Payments by Team or Location

Updated over 2 weeks ago

Overview:


Pebl’s Events and Branches feature makes it easy to filter transactions by team activity or business location.

Step-by-Step Instructions:

  1. When viewing transactions, apply filters by branch or event.

  2. Export reports based on these filters for clearer financial reporting.

FAQs and Troubleshooting Tips:

Can team members be assigned to multiple branches or events?
Yes — you can assign them to as many as needed.

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