Bank Reconcilation
- How do I allocate donation income within ExpensePlus?
- How do I reconcile a credit card balance payment?
- Can I quick match income transactions, split across multiple categories?
- How do I record Gift Aid income from HMRC? (claimed within ExpensePlus and auto-accrued)
- Why is a payment not showing on the right-hand table of the bank matching screen?
- Can I upload documents for income transactions?
- How should we account for expenditure where the cost is covered by or shared with another organisation?
- How do I add a donation method?
- How to record a gift in kind
- 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
- 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?