If you upload receipt images from the 'Actions' menu on the ‘Bank Transactions’ page, Business Finance Assistant automatically matches them to the correct bank transactions.
You will then need to manually select the correct VAT rate for the transaction.
Any receipts that do not match a transaction are stored as image files but do not generate expenses or appear on the VAT return. Receipts cannot be matched to transactions that have already been marked as ‘confirmed’.
You can also upload receipts on the ‘Expenses’ page by clicking ‘Justify’ on the relevant expense line to upload a receipt image. However, this method will require you to manually set the VAT rate of the expense.
Do not upload the receipt as a ‘New Expense’ on the ‘Expenses’ page if you want to justify an existing expense. This will create a duplicate expense with an ‘Unpaid’ status and could appear on your VAT return as a duplicate entry.
It is important to ensure that bank transactions have been matched to expenses correctly before filing a VAT return.