Non-invoiced payments with matching categories can be added in bulk.
To add multiple income records
1. In the bank feeds section, use the check box to select the transactions you wish to add
OR click the Credits link to tag all credits displayed on the page
2. Then, at the top, click Add to Income. This creates an income record for each bank feed transaction.
3. When batch reconciling credits, it's best to choose related transactions so a relevant category can be applied to each income record at the same time
4. By default, the existing transaction description from the bank feed will be included for each income record created
The transaction description can also be edited and applied to all income records created
5. Click Done.
Transactions on the bank feeds can be filtered. For more information, click HERE.
NOTES:
If an income record has previously been added via the main income section or directly to an invoice, 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, any corrections required will have to be done individually.
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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