Connecting uploaded receipts to existing accounting entries?

cyphix333cyphix333 Member Posts: 39 ✭✭

Just wondering if there was a way you could upload receipts and connect them to an existing entry rather than having to create a new entry out of them? Either via the upload receipts page or via the existing entry.

This would save a lot of processing time for the receipt if done via the existing entry as then it would just be a simple file upload.

Comments

  • AlexiaAlexia Administrator Posts: 3,314 admin

    Hi, @cyphix333.

    This isn't something that's currently possible in Wave, but you can merge a transaction created from a receipt to one uploaded from your bank connection. All you have to do is select both transactions and press the "Merge" button that'll appear at the top of the Transactions page.

    We are working on a way to do this automatically, but that feature isn't quite ready yet.

  • cyphix333cyphix333 Member Posts: 39 ✭✭

    Great - thanks for the workaround :)

  • cyphix333cyphix333 Member Posts: 39 ✭✭

    Just wanted to note again how much simpler it would be if one could simply upload a receipt to an existing entry - at the moment is is very time confusing if you want to add a receipt.

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