Go to Bank feeds (left menu).
Find the credit transaction you want to reconcile.
Click Add to income.
Choose one of these options:
Match an invoice: select the matching outstanding or overdue invoice (AUD).
Non-invoiced income: pick an income category (if needed), review the description, then click Done.
NOTES:
Transactions on the bank feeds can be filtered. For more information, click HERE.
If that income was already added via the main Income page or directly to an invoice, adding it again from Bank feeds will create a duplicate record.
For more information on adding multiple income via bank feeds, click HERE.
For more information on adding an expense via bank feeds, click HERE.
For more information on adding multiple expenses via bank feeds, click HERE.
For more information on adding income on the Income page, click HERE.
For more information on adding expenses on the Expense page, click HERE.
Remember to download the Rounded mobile app!
