If there are specific people you're always sharing transactions with, you can set them up as collaborators in Folio to make this work better. 

Visit your collaborators page to get started.

You have a few options with respect to collaborators here,

  • You can add someone as a suggestion -- this means they show up as a suggestion on sharing a timeline, making it easier to add them to the right transaction

  • You can add someone to automatically receive any transactions you create. This option is best for teams who collaborate on every transaction

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