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Mollymoo1
April 12, 2021
Question

import receipts

  • April 12, 2021
  • 1 reply
  • 0 views

I am trying to upload a bulk of receipts which have the customer numbers referenced and the original invoice. However, when I import this it won't post to debtors so I can't match off the invoices and the receipts. We have to monitor the receipts in a separate system as this is a regulated industry.

1 reply

A
Ashleigh1
April 12, 2021

Hello Mollymoo1, 

 

Welcome to the Community page, 

 

So it wont post it to debtors as you would have to upload to the receipt capture section and then categorize them and then match at the banking page section. If you have already have the invocies created then you can attach them to the invoice or you can use attachments but you will still have to create invocie/bill/ expense for it to be attached too. 

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