In 2019 someone mentioned I can bulk import a spreadsheet of purchases which can then be tagged against receipts imported to the receipt hub. How do I do this? Can I just tag receipts against payments made in the bank account and director loan account without creating payment invoices?
Receipt files can only be tagged against an invoice - these can’t be linked to a bank transaction.
But yes, you can import a file with purchase invoices. This will create one line invoices from the spreadsheet. More details on this can be found here: Importing sales and purchase invoices
Once you have invoices you can tag the payments to the invoices and also attach the files from the receipt hub
Many thanks QFBeth. This is just what I needed. Sue
Hi again, QFBeth - once I have uploaded the spreadsheet of purchase invoices, do I then tag the bank transaction against each purchase invoice as payment to a supplier?
Yes, that is exactly what you have to do.
perfect. Thats great to know. Thanks!
This topic was automatically closed after 7 days. New replies are no longer allowed.