Don’t want to use the auto-suggestion feature? You can still add multiple expenses via the bank feed.
To add multiple expense records
1. In the bank feeds section, enter the keyword in the search field to search for specific records. Then, use the checkboxes to select the transactions you wish to add
OR click the Debits link to tag all debits displayed on the page.
2. Then, at the top, click Add to expenses. This creates an expense record for each bank feed transaction
3. When batch reconciling debits, it's best to choose related transactions so a relevant category and/or vendor can be applied to each expense record at the same time
4. Assign the chosen expenses to a client when needed
NOTE: Only assign an expense record to a client if the client will reimburse the expenses.
5. By default, the existing transaction description from the bank feed will be included for each expense record created
The transaction description can also be edited and applied to all expense records created.
It's easier when you use the automatic bank feed suggestions. It makes adding expenses even quicker. For information on how to enable the feature and begin adding expenses in a breeze, see the article Automatic bank feed suggestions for expenses.
Transactions on the bank feeds can be filtered. For more information, click HERE.
NOTES:
If expense records have previously been added via the main expense section, doing so from bank feeds will create duplicate records.
For more information on adding an expense via bank feeds, click HERE.
For more information on adding income 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.
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