Attaching files and photos to transactions PocketSmith Learn Center

If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team. Select the transaction the receipt belongs to, then tap https://wave-accounting.net/ ‘Add receipt’. In Divvy, click the transaction that the receipt belongs to, then drag and drop the image or PDF into Divvy. Select the payment you’re trying to update from the Payments tab.

In most circumstances, photocopies of source documents are legally acceptable. To edit an existing address, right-click in the Received From Address box, select Edit,enter your changes, and then click Save . To review transactions in a Transaction Search screen for the selected name, entry screen, and current year, right-click in the Received From box, and select Review Transactions. For this type of a transaction we will be using only a few of the fields that are available in the receipts screen. Begin by selecting the Bank Account where the funds are being deposited. When receiving money for only part of the balance due on a sales invoice, post the transaction as above, but enter only the amount actually received.

Can’t provide a receipt?

Keep copies of bills or invoices for reference in the future. Store trade confirmations with their related investment transactions. Performance data quoted represents past performance; past performance does not guarantee future results; current performance may be lower or higher than the performance data quoted. Clients should consider the investment objectives, risks, charges and expenses of the Dreyfus Government Cash Management Fund carefully before investing. The prospectus and the summary prospectus contain important information related to these investments, please read them carefully. Brex Inc. provides the Brex Mastercard® Corporate Credit Card, which is issued by Emigrant Bank, Member FDIC or Fifth Third Bank, NA., Member FDIC. See the Brex Platform Agreement for details.

Likewise, if a name is not marked as a customer, it will not appear on the Receipts screen. Create a One-Time Use Name – If you enter a name into the Received From box and it does not exist, the Lookup screen automatically displays. The New One Time Use screen displays with the name that you entered automatically displaying in the Name box. Complete the additional details to create the one time use name and then click Save .

Matching Documents to Transactions

Whenever you create a new transaction in Zoho Books, as you begin entering your transaction values like Date, Merchant Name, Amount etc., a list of suggested matching documents will appear. Click the check box to select the files you wish to move.

Make a habit of writing the name or purpose of your expense while at the checkout line, in the restaurant, etc. The June 2021 PDF of the AggieExpense P-Card presentation is a good resource to review. You may also wish to view the recording of the June presentation. This page provides instructions on how to reconcile Procurement Card transactions in AggieExpense.

Via the Brex browser extension

Date is automatically filled with today’s date, but can be edited. In the upper right hand part of your screen, tap the three dot menu. To select your Divvy company, tap the Company field . Take a photo of your receipt How To Attach Receipt To Account Transaction and confirm the photo is correct. Click on Forward your receipts in one click under the Transaction description. Go to your payment, and take a clear picture of your receipt with all the visible information.

Once you enable the feature in Zoho Books, you can set up auto-forwarding statements from your email service provider . We have provided the steps to auto-forward your bank statements to Zoho Books for some email service providers. You will be able to do the same for other providers similarly or refer to their help section for more details. Once you enable auto-forward bank statements, Zoho Books will generate a unique email address.

Entering a Receipt:

The fund’s sponsor has no legal obligation to provide financial support to the fund and you should not expect that it will do so at any time. You can simply click Merge to attach the document to the existing transaction. The transaction that appears in the next page, will have pre-filled data like Date, Merchant Name, Amount, that was fetched from autoscan. Select the type of transaction to which you wish to attach the file, from the dropdown.

• His research has been shared with members of the U.S.
• This means that there might be future transactions to the same name that are likely to have the same details filled in each time.
• A Custom title can be entered to match local usage.
• Most receipts are autogenerated and attached to your transaction.
• The autoscan feature is available by default to all Zoho Books users across all the plans.
• If you have additional questions or need help with using Divvy, please view our other Help Center articles or contact the Divvy Support team.
• The Recurring button will display with a yellow background if a name has an applicable recurring transaction.

This email address is used to automatically forward your bank statements to Zoho Books from your email service provider. If you don’t want to print the receipt on the terminal, specify the tender option ReceiptHandler in your payment requests. Without that tender option, a terminal with a built-in printer will print the receipt. With that tender option, a terminal with a built-in printer will not print the receipt. You can then let your POS app send the receipt data to your receipt printer, or email the receipt to the shopper.

In the following menu, click Documents to choose a file from your Zoho Books Documents Module. Select the Contact to which you want to attach a document to. Select the contact to which you want to attach a file. Click the paper clip icon present on the top right. Select the Folder to which you wish to move the files to. To create a new Folder, click the + icon next to FOLDERS on the left sidebar. Only the Admin and the users with the “ Manage Folder “ permission, can create New Folder.