Non-invoiced payments with matching categories can be added in bulk.
Go to Bank feeds.
Select transactions by:
searching for specific transactions using keywords, then selecting multiple items using the checkboxes, or
clicking 'Credits' to select all credits on the page
Click 'Add to Income' at the top of the bank feeds.
Group similar items to apply the same category in one go.
Edit the description if needed, then click Done.
NOTES:
Transactions in the bank feed can be filtered. For more information, click HERE.
If an income record has previously been added via the main income section or directly to an invoice, also doing so from bank feeds will create a duplicate record.
There is no "UNDO" feature. If multiple income records are added at once and contain the wrong category or description, you can go to the Income section to correct them. Click HERE for more information.
For more information on adding an 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.
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