Bank Reconcilation
- How do I refund a donation?
- Can I duplicate or copy details from a previous direct debit or standing order?
- How do I update a transaction / move it to a different category?
- How to handle a transaction where a supplier is also a customer
- Date range too large when matching transactions
- How do I record Gift Aid income from HMRC? (claimed within ExpensePlus and auto-accrued)
- How do I allocate donation income within ExpensePlus?
- Entering a purchase with a zero budget line
- How do I record a deposit that we are holding?
- How do I deal with invoice overpayments received?
- How do I reconcile a drawdown from CCLA?
- How do I handle monies relating to weddings and funerals?
- How do I upload bank statement transactions?
- How to quick match transactions
- How do I record income transactions?
- How to reconcile Square Income (old version)
- How to reconcile payouts from Shopify
- Connect to SumUp Automated Feed
- How to unmatch incorrectly matched transactions
- How do I handle income that isn't part of our accounts?