If you have already created an expense on your 'Expenses' page, Business Finance Assistant will attempt to automatically attach the expense to the transaction. However, if the system hasn't detected the corresponding transaction, you can manually match it to the transaction in your account by following these steps:
- Locate the relevant transaction on your 'Bank Transactions' page
- Press 'Split/Attach'
- Press 'Attach Document'
- Select 'Expenses'
- Either select the expense from the list if you have already created the expense
- Or press 'Upload Expenses' to upload a photo of a receipt and create a new expense
- Verify the expense details and populate the required fields
- Press 'Done' to add the expense to the list of available expenses to attach
- Select the expense from the list
- Press 'Confirm Selection'
- Click 'Done' to confirm the transaction