If you upload a receipt image in the ‘Bank Transactions’ page, Business Finance Assistant automatically matches it to the correct bank transaction.
Alternatively, on the ‘Expenses’ page, click ‘Justify’ on the relevant expense line to upload an image of your receipt.
If your finance settings are set to accrual accounting and there is an existing expense record, do not upload the receipt as a ‘New Expense’ on the ‘Expenses’ page. This will create a duplicate with an ‘Unpaid’ status and could appear on your VAT return as a duplicate entry.
In accrual accounting, you may see the warning ‘Similar expense detected’ to prevent you creating a duplicate expense. This warning shows if Business Finance Assistant has previously created an automatic expense for you.
If you want to add a receipt to justify an expense this should be done on the ‘Bank Transactions’ page or by clicking ‘Justify’ on the relevant expense line, as explained above.
See the following FAQ for information on when Business Finance Assistant creates an automatic expense ‘Why does the expense I created show as ‘Unpaid’ when I have already paid my supplier bill?’
It is important to ensure that bank transactions have been matched to expenses correctly before filing a VAT return.