Hi there,
If one transaction comes in via bank feed and another via receipt processing, how to merge the two transactions so that it has both sets of data + picture of receipt combined? You’d expect to be able to select both and then click “merge transactions” somewhere
Hi,
that is not possible. When creating an invoice from the receipt hub, just create the invoice. Do not tag it as paid from the bank account. The same when creating sales invoices, only create them, add a photo or document if you want, and send the invoice to your client or just mark it as sent. Do not tag a transaction to your bank account.
Because you are using the auto feed you have to tag the invoices, you created before, from your bank account in quickfile. Click the tagging button and quickfile will look for matching invoices.
If you don’t have created an invoice before for a transaction you want to tag, you can create one during the tagging process.
Hope that helps
ah thanks I think I got it - so if you do it in the right order you don’t get duplicates:
1 upload receipt
2 create invoice from receipt in receipt hub
3 tag bank transaction against that invoice
right?
Yes, that’s what you have to do. Glad you figured it out
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