Bank Reconcilation
- How can I tell in which accounts my various funds' cash balances are?
- Can I download bank statements from ExpensePlus?
- How do I record Gift Aid income from HMRC? (claimed within ExpensePlus and auto-accrued)
- Why are payments still showing on the match transactions screen?
- Which transactions can be bank matched together?
- Can I split a refund between categories?
- I'm changing to a new bank provider, what should I do?
- 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?
- 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?
- Date range too large when matching transactions
- Entering a purchase with a zero budget line