Transactions
Recently active
Original commenter did not share additional details
A customer has paid an invoice twice two weeks apart. We want to show the overpayment on the statement and not allocate it to any other invoices. Please can you advise how you would achieve this? I have tried entering as an unallocated receipt but it keeps allocating it automatically when it comes to the statement. Thanks in advance
HelloWhen creating an expense from an Snapped Receipt in a foreign currency (for example EUR) the currency updates properly when selecting the payee, but the exchange rate is set to 1 and it has to be manually edited in the expense after that.Is there any way to have the correct exchange rate automatically? It works well with manually created expenses, but not with expenses from a "Updated Receipts"Many thanksAlfonso
I'm on QB self employed. I have a number or receipts, 44 of them, I have scanned in that are in the "needs action" section. For some reason, even though they were purchased using the debit card on an account that is linked, I cannot find the matching transaction in the bank records. i cant manually attach it to an existing transaction because the transaction isn't in the system. If I click no, then it just goes back into the "needs action" section.I tried the "add transaction" tab, and entering the transaction manually, but then I go through the transactions to look for it, and its also not there. I'm sure there is something I'm doing wrong. I wish there was an add transaction selection when a receipt cant be matched, so it automatically ads the receipt. What should I try next?
Hi I am trying to record the following scenario: I have several ATM cash withdrawals from the bank account. I need to offset these against a supplier invoice I have received after the fact. The supplier was paid cash in advance of receiving the invoice. I cannot find a way to show the outstanding invoice as being settled by the advance ATM withdrawals? Any help appreciated ThanksMark
HI, we have set up invoices to be automatically emailed via recurring transactions. Is there a way to check that they have been sent as I cannot see anything on the invoice that says it has been sent?
