Hi, our bank statements auto upload which is perfect. Unfortunately, when tagging, any that I need to delete they appear each day and I am constantly deleting them. Am I do something wrong? I don’t want to risk any duplications when submitting the VAT etc.
Yes. You can avoid duplicating transactions by not logging payments against invoices and receipts until it appears in your automated bank feed.
That way your tagging the actual transaction and not a made up one, and the feed would notice its the same and wouldn’t duplicate it.
Hi @ChellePS,
Which bank is your feed with? Some feeds look back up to 5 days so will notice a ‘missing’ transaction and keep re-importing it.
It may be worth leaving the imported transaction there and then going back and deleting it once the 5 days has passed
Why are you deleting transactions?
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