Banking & Reconciliation 1:57

Match Payments to Expenses

Debit Reconciliation. Match your bank debit transactions with expenses to track payments and create expenses on the fly

Go to the transactions page
Click Reconcile Debits
Review the suggested matches
Confirm the expense match
Save the auto-filled rule with category
Transaction removed from list

Creating Expenses On The Fly. When no matching expense exists, you can create one directly from the debit transaction

Click the Create expense button
Select the category and supplier
Click Create and reconcile
Create a tax expense for the VAT payment
All debits are reconciled
Return to the transactions page