sparkles77
18 hours agoContributing User
Capture - assign to banking transaction
Hi all - my workflow for minor expenses (coffee, meals etc) is to pay for the item, wait for come to through on the bank feed, and then assign to an account. I use Capture on my phone to take a copy of the receipt.
I cannot see how I can assign it to the transaction. MYOB wants me to create a bill or spend money transaction which is a pain and overkill for a minor expense like a coffee.
Does anyone now how to assign a receipt to a banking transaction?
thanks.
Hi sparkles77 , processing the bank transaction on the feed will create a spend money transaction to which you can then attach the receipt.