Matching receipts

Hello
I’m just beginning and the stage I’ve got to is linking my bank account and my transactions are on there from April 2023, I also have inputted my starting balance. I tried to tag my transactions but it wouldn’t allow me as it said I had to match the transactions with invoices and receipts. So today I used the app on my iPad and tried to snap/photograph a few receipts but it kept saying ‘no matches found’ which is confusing as the transactions are definitely there. So I feel I’m in a bit of a loop. So do I tag first or upload all the paperwork?
Many thanks

Hello @Chloe44

So today I used the app on my iPad and tried to snap/photograph a few receipts but it kept saying ‘no matches found’ which is confusing as the transactions are definitely there.

When you say the transactions are there are you referring to the bank transactions or the purchases?

The below articles may help

https://support.quickfile.co.uk/t/the-receipt-hub/8934
https://support.quickfile.co.uk/t/tagging-your-bank-transactions/8818

Hello, I just mean my bank feed is there and yes say I’m uploading a receipt for a materials purchase I know the match is there but it’s not matching , it just tells me there’s no matches but I’ve connected my bank and the feed is there from April 2023 and it isn’t finding any matches with my receipts

Do I need to match the, on the desktop maybe? Can I only upload them on the app? It said it had saved 5 receipts to the hub but I can’t seem to access the hub on the app?

Hello @Chloe44

The receipt hub can be accessed on the desktop app by typing receipt hub in the quick search box

It is looking for entries in your purchases

https://support.quickfile.co.uk/t/the-receipt-hub/8934#tagging_my_receipts_once_they_are_in_the_hub

Or you can tag the bank transactions to create the invoices directly

Ah thanks so much I’ve got it! snap and upload on ipad then go into desktop and tag and match!

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