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sparkles77's avatar
sparkles77
Contributing User
18 hours ago
Solved

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. 

  • Mike_James's avatar
    Mike_James
    Ultimate Cover User

    Hi sparkles77 , processing the bank transaction on the feed will create a spend money transaction to which you can then attach the receipt.