Linking a receipt can't be this hard

Question

I can't believe the process I have established to link a receipt to a transaction is so hard, so I must be doing something wrong. Please help

(I have a similar task on MYOB with another company, and it is easy - they have an app that just works)

Buy something on the company card, get a receipt
Upload the receipt to 'draft expenses' using XERO ME
wait for the bank to process the transaction. Allocate the transaction ('reconcile')
go back to the transaction ('account transactions', select transaction. Click the 'attach' symbol
attach the receipt from 'account', 'files', 'expenses' (after checking it is the correct one - there is no online view)
go back to the draft expense and delete it

There has to be a better way?

apeter · Answer

my mistake, posted to the myob community not xero. myob works great, it is xero that is a mess

genreve_s · Answer

Hi apeter,&nbsp;
&nbsp;
The way you use this software’s a bit different from Xero, but it’s still pretty straightforward. You can pop your receipt into the Intray, sort out your bank feeds like usual, and then link those transactions with your Intray receipts.
&nbsp;
If you want to see how to link transactions or get the lowdown on using Intray, there’s a handy guide you can check out.
&nbsp;
Regards,
Genreve&nbsp;

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Linking a receipt can't be this hard

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