Bank Transactions
- Why do deleted transactions keep reappearing?
- Sorting, Filtering, and Searching Bank Transactions
- How to manage a bank transfer?
- Customise categories from mobile and tablet device
- How should I categorise a Payroll transaction that has National Insurance, and other taxes deducted at the source?
- How to delete a transaction from an account
- How can I manually import a cash payment or a one-off transaction?
- How do I reconcile the partial payment of an invoice?
- How do I correctly match documentary evidence to my bank transactions?
- How do I review a bank transaction?
- How do I add multiple Customers, Suppliers, Categories and VAT rates to a transaction?
- How do I record the partial payment an invoice?
- Why is it important to review my bank transactions
- How do I record the fees and shipping deducted from a customer's payment?
- How do I review and categorise a bank transaction?
- Why does my invoice show as ‘Unpaid’ when I have already categorised and confirmed the associated transaction?
- How to reconcile an overpaid invoice?
- How do I reconcile an underpaid invoice?
- How do I manually mark an invoice as paid and send a receipt back to my client?
- How do I match multiple invoices to a single transaction?
- How can I change a transaction that has been automatically matched to the wrong invoice?
- How do I handle part-payment of a multi-item supplier invoice / expense?
- How do I 'confirm' a bank transaction?
- How do I create an expense, including photo capture of receipts and supplier invoices?
- How to 'Justify' your transactions from the Bank Transactions page
- How can I add or customise the categories?
- How do I sync my bank account manually?
- How to manually match an expense to a bank transaction and mark it as paid?
- How can I edit an incorrectly categorised transaction?
- How can I split a vat entry?