🪄 Tips and Tricks to Use Propio Easily and Get Fast, Clear Results

Organized in quick-reference cards by topic, so you can quickly find the best practices in Propio.

• Filter before categorizing
  Use filters by description, account, or vendor to group similar transactions and categorize them in bulk.

• Smart search
  Type part of the amount or a keyword in the search bar — Propio finds matches by text or value.

• Select all on one page
  Click the checkbox next to the "Date" filter to select all visible transactions.

• Review before sending
  If Propio AI’s suggested category is correct, simply check and click Send.

• Correct to train
  If you change the category suggested by Propio, the system learns from your selection to improve future suggestions.

• Request a new AI suggestion
  Use the Suggest AI button if the initial suggestion doesn’t fit.

• Identify transfers by the locked checkbox
  You can’t select them — only categorize through the dropdown.

• Validate both sides of the transfer
  Propio shows both parts (origin and destination). Confirm it to record as an internal transfer.

• Upload one PDF per month
  This improves processing accuracy.

• Email confirmation
  When Propio finishes processing, you’ll get an email so you can review the transactions in "Pending".

• Automatic report history
  Each time you generate a Balance Sheet or P&L, Propio saves it and allows you to download it again anytime.

• Balance Sheet requires only one date
  Start and end dates are the same. Both are displayed for formatting purposes in the table.

• Edit inside your ledger
  Chart of Accounts entries can’t be edited in Propio. Make changes in QuickBooks or Xero.

• Sync with "Refresh Chart of Accounts"
  After making changes, go to the client's settings and click that button to sync the latest version.